possible clue to asset sale price

To those (like myself) who believe the Chinese are likely to prevail (imo it is politically untenable for the chinese to lose a fair-and-square open tender for a project that the 2 african countries have to suffer 2 years of opportunity cost partly because of Chinese economic crime in the insider trading scam STILL UNFOLDING with xiao's arrest in hk) as the winner of the tender

(IMO the asset equity and epc are joined at the hip) then look for clues in the following (won't see this in the sp which CURIOUSLY and stubbornly does like to play ball with noble's vote of confidence and SDL reiteration of a major rerating...or the Johnny come lately broker reports tripping over one another).

1) tonkolili and simandou (valued by China at $6 billion and $7.2 billion respectively) neither of which involves competition.

2) Sundance having been in discussion for a year or more with "some" parties and now in final negotiations with the front runners now states in ASX released corporate presentation of a production status EV for mlabam-nabeba at $11billiion and SDL share price at $3.5+. Happy to apply a discount for pre-production and apply a PREMIUM for a winner-takes-all bid for a margin of safety.

3) before (when hanlong sichuan pauper with perrenial funding issues offered 57c a share with ndrc/cdb bacbking when SDL was fully risked without either mining convention and permit and with SIGNIFICANTLY much less resource). Now the ndrc mentioned China is in dire straits as io consumption will increase, dependence on imports will increase and the cartel's noose around China's neck ever tightens (and where it will now provide financial power - special funding to help SOE to buy io resources), what would the $$ be now. (This amounts to China's indirect admission to losing the rights to an asset that previously gave her a SAY).

Now TRIANGULATE the 3.

No brainer (IMO)