The fact that now they are desperately searching for partners in...

The fact that now they are desperately searching for partners in China/Japan implies that they can't seem to lock in the necessary capital and knowledge in South Korea, which is a huge bummer given SW's recent statements.

If you intend to publish the downstream DFS without partners and bank guarantees, you may as well resign right now Scott. We heard enough from you mate from the last 3 years and now when you have to live up to your promises, you seem to fail miserably. If you can't deliver, hand over the steering wheel to someone more experienced than you are and move on quietly.