substantial holding, page-4

Good post overloaded with some substance so a thumbs up from me. However I disagree with your prognosis on the situation but only time will tell.
I believe Dr Hua and his team are working very hard in the background to develop this company with some diversification to expand it's repertoire so as to not put all it's eggs in one basket.
As to whether VDM get more money out of BHP or not, explain how they have already been awarded $4M of the disputed money.