It takes quite some time to build the infrastructure to ship ore to China using SDLs projects. There will be many cycles of IO price before the first ship is loaded.
The Chinese investors and management will be looking well beyond this cycle, so it doesn't matter what the next 2-3 price fluctuations do.
Long game is being exercised here.
Keep the posts real and see this project as it is and not how you want it to be.
I think it's a great project and potentially this ANS/SDL deal will be a proper world class producer.
It takes quite some time to build the infrastructure to ship ore...
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