Who has the cash ? Answer: The Chinese for both drilling and infrastructure. NOT is heading straight towards a buy-out, after 8 and so many years should be clear that the ones with the most hunger for ore, the Chinese for years to come, will ensure their position. Like they have done in many African and to smaller extent Latin-American countries. Chinese bought the most important ports in Greece not too long ago, which does make sense business-wise. Standard & Poors came out today that China will keep a growth pace of 6% minimum for coming years. Hope S&P is right this time. I will take 85% chance that Sinocan will do a number of NOT claims for drilling. They have been involved with Baosteel on earlier projects. Although Smeenk will make an announcement today, I suspect the larger shareholders behind NOT to play their roles in the end-game. Canada is too late with infrastructure investments, good chance for Chinese intervention and co-operation from sources we have been reading as of late. In any case, it is a good development that Chinese investments see the value of the ROF. Puts the absolutely needed pressure on the present business case.