Mbalam-Kribi railway: Minfi signs the budget sustainability opinion, page-92

As much as we give Ding the credit for the long term vision way back when he betted on Mbalam Nabeba (whose huge intrinsic value as a tier one high quality resource of immense size and longevity is further boosted via the synergistic economy of scale value multiplier with the Sangha cluster and other iron ore deposits along the rail corridor), the popular adage in investment of "it's all about timing" could not be more applicable to our good fortune.

That SCMP article days ago shows China in 2022 sees a real and present strategic threat of the lion share of her iron ore supply being cut off at any time. The coup in Guinea further rattled China as to what lurks ahead for Simandou as western countries try to sabotage China's African plans.

The presidential envoys visits to Brazaville and Yaounde and Finance minister critical endorsement for imminent project commencement means China will throw everything including the financial "kitchen sink", then the kitchen itself at it in order to expedite the port and rail infrastructure construction to unlock the various world class deposits to then lock in the guaranteed multi decades offtake supply contracts.

Nostradamus with his crystal ball could not have seen the geopolitical Cold War getting out of control a year ago, let alone back in 2018. So Ding is as insightful as he is just plain lucky. LOL

Bring it on !