strider: The cost of production hasn't been answered in a sensible way or one which makes sense. In one case the company made a vague claim that the cost would be half the price of WTI crude, varying directly with that price. Obviously that's just stupid, presumably it was an error rather than a lie, but it shows they don't have a clear answer.
The SGS isn't huge news. It just makes sense. It's cool, but it's not going to surprise anyone (unless it's bad news, but that seems unlikely, even in light of the news being delayed ridiculously).
Curiosity got the better of me, INL's chart isn't exactly pretty, but it's not as bad as AEB's. The 18 months between around the end of 2010 and mid 2012 were pretty hideous, but after that it has been flat and before that it bounced around.
Again, I do agree that LJ has been hideous for AEB and eliminating that problem is only a good thing. Just maybe it'll be enough to flatten the price for a while.
paul: I don't see much down die fron here either. But I'm not sure if I'd recognise down die fron if it smacked me in the face. Loathe is as I do, I don't get too fanatical about other peoples' poor spelling and grammar, but if it's bad enough that I have no idea what you're talking about there's really not much point typing it.
AEB Price at posting:
20.0¢ Sentiment: Sell Disclosure: Not Held
