The bet worked beyond what I expected with the sale of equity to Chinese Government. I thought the controlling family won't dilute their ownership but being pragmatic they did the deal. So that the debt issue was resolved the reason of the initial investment is gone so should my position in Teck.
I have not been active recently as I do not want to chase anything at the moment. I could not find any thing interesting to research but that may be mostly due to time limitations. It will be interesting once September rolls in. I think things might change then.