Running discussion on SP, page-71418

It is why drinking VB is good for your health - makes you think clearly about risk reward. I posted that in last year I think and before CATH I think. It is why I want agreements - at least some offtakes - with non- Chinese entities as well. I have posted similar views for a while at the time and when rabbiting on about Dathcom.

in terms of latest developments as I posted the issue is whether AVZ ends up with 66% of the project or 51%. But risks are here and one will need to balance those risks rewards within own investment strategies. Relevant post you quoted us below linked. All IMO


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