lead, zinc, copper etc are much less of an issue
if the rare earths are proven to be recoverable that would add a little spice to the mix. china has 90% of the reserves of those and export controls. other countries would be well incentivised to pay a lot for those
yeh, I just think the Chinese would inevitably win one
and they have to answer to their shareholders. Chinese don't have that impediment, and they are long sighted and resource hungry
that would depend on the price I think LJC, glencore don't need to pay over the odds for BMR
if there were a bidding war between hunan and other II's that would be a good thing