When Dan was asked the question, I think there was a mix-up.
There's the Fish Pond and then there's FF2.
The fish pond, worth $18M is located in Shenwan, where they plan to do a lot more business with local fish farmers. It's also the region shown in my stickie (as FF2) but that's wrong. This is the land they are holding illegally as foreign enterprises are not allowed to own land. So this one could be transferred to TRW if they have the money.
FF2 is a $6M deposit. It's the one with swampy conditions IMO. They may not be able to recover a lot of this.
Well, if I'm wrong then that sucks. After all the research I did.
None of these are material though. I think the $40.9M receivables is more important to us now.
News 
Market Data 
Discover 
