"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 *******************
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...