EZ, good question. I don't have a clue but I do know that Li opened a commodities trading company a couple years ago. I guess my point would be the Fung is hooked up BIG TIME. Access to capital is not a problem I would think and, I don't think KRY would or could be forced into a JV just because they need the $. If anything they might partner with a biggie and mine the property as an independent if it would be financially advantageous. Fung is also a buddie of Peter Monk/ABX. Fung knows what he's doing. VZ doesn't, which is obvious.
I still don't understand why the KRY board hasn't accumulated much stock to speak of.