Just read this article in regards to China and Guinea, seems like China will be outsourcing its bauxite production due to stricter environmental policies.
Could be good for PBX as they have a resource and may be quite near to production ... or could render their projects useless in terms of exporting to china, as I assume private Chinese companies will not have the same resource defining requirements/stages as Australian companies and could just start digging and processing whatever they find at a lower price point that PBX ,