True value around $15-$18, page-35

And that's exactly the sort of "solution" I'd be worried about. Once you have limited control over the infrastructure you need, particularly to your major buyer that's a real problem. If they can sell it on commercial terms to another party then fine but not to your dominant customer. Float the rest on the ASX for crying out loud if no other alternatives.

Chinese interests are not going to buy it unless they expect to be able to use it for leverage. If they do a quick sale then they really do need the money.

In that scenario you really are a "Tasmanian Potato Farmer".