You really are struggling aren't you, no idea at all how to...

You really are struggling aren't you, no idea at all how to build a business case for shipping concentrate to the Dragon.

I guess you can take some comfort in that no one else has put anything vaguely credible together either, all just froth & bubble, based on some inane concept of China as a charitable institution, lol.

Effectively you have a monopoly customer, with multiple sources of supply, yet every punter with a pet project seems to believe they will get some form of preferential treatment, totally Alice in Wonderland.

Dragon already boasting domestic value add US$360M from eight different concentrate supplies where they paid an average of just $1.81kg.

http://www.repe.com.cn/web/news.htm?folderId=13&articleId=495

None going the concentrate route will ever show +CF, nor will they ever raise the $quillion for separation plants, logical conclusion is the Dragon quietly subsumes equity.

Highly likely NTU the template.