dingyi have been signidicantly weakened, page-18

yes - mouse may be skinny now, but only 15% of this amazing resource explored, and only on that was a takeover proposal received. This project has international reach (high grade, long life + lowest quartile costs).

Disconnect is purely raising funds to develop the mine/port/infrastructure. Has massive NPV just on known resource.

Who cares about short term , long term this is a ripper! And the chinese for one, know that! 1.5bn ppl must be fed and high dependance on cartel to supply fertiliser (chinese dont like taking price, want to govern price determination)...!!