I'm with you mate, not really sure why this would be perceived as negative.
Firstly I think there is a heightened sense of fear and paranoia in these type of market conditions causing some people to jump at shadows.
At a guess I'd say 'maybe' some of the misinformed have reacted between the news they are in the area and the baseless and inaccurate article that came out a week or so back.
Also there was mention here yesterday that they might come and pinch the resource from under us aided by the government of drc and hence delay of the ML.
Perhaps our long drawn out path to mining has some thinking they'll be producing before we are, even starting from scratch!
Jokes aside that is going to be the interesting part as a gauge for our management's performance to date imo.
However as long as the CATH deal comes through its best to remember that Chinese companies are competitive with each other and so it might even be a positive in this sense.
On the other hand chances are CATL would be a likely customer anyway particularly if they are already set up to transport the product.
Perhaps someone else can enlighten us as to why this is anything other than neutral-good.
I'm sure there are conspiracy theories but I'd hazard to guess nothing definitive.
good to see I'm not the only one who doesn't immediately see this as a negative.
