Totally agree with your thoughts and time line @gaffia.
The huge cost reductions are related to shipments of concentrate (along with Shenghe processing knowledge).
The port is quick to build given what nature has provided and the recent ann of using much more local product/materials.
The processing plant (for concentrate) will be smaller initially and when manufactured - 6 months - then shipped will be constructed within 12 months.
So commissioned within 2 years is very possible so long as finance is readily available which China will commit to without a whimper - this is huge to them with minimal finance requirements considering other huge forward looking investments they have made - are making.
Totally agree with your thoughts and time line @gaffia. The huge...
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