Yes it looks that way and if it is the case then it's very good news as it gives more time to work on securing a longer-term arrangement. There has only been one requirement at this point in time and that is sell the unallocated concentrate at market ( or spot] prices and get cash flowing.
OTA's for the Carbonate plant or Moblan aren't urgent in terms of revenue and never have been however they can still come at anytime and something to look forward too.
If it's sold outside of China to North Asia the price might supprise to the upside, in the end they can only sell to someone who has the refining capacity and could involve more than one party or it could be sold through a trading house, we will know for a fact when something is signed...
Cheers Whisky
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