pgm demand, page-6

one large supply has a few hickups...

http://business.financialpost.com/2014/05/15/ivanhoe-studying-break-up-as-large-mining-projects-face-funding-crunch/

"Ivanhoe studying breakup as large mining projects face funding crunch" 15 May 2014
one line....of thought...
"Splitting off Kamoa and Kipushi would create a cleaner company for any strategic investor that is interested in them. It could also please the Japanese partners, who may want to keep rival Asian companies away from Platreef."continues
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Maybe 25% of output could be allocated to SA benefication as thats the % DTS aim for...?
Friedland is waiting on mining right, funding etc... so its not just Nkwe management experiencing delays,imo.

Heres a more detailed description of Ivanhoe fund raisings...

http://jewishbusinessnews.com/2014/05/21/robert-friedlands-ivanhoe-mines-enters-into-agreements-to-raise-150-million-minimum-of-new-equity-for-congo-mining-projects/