There is room for multiple projects, and even for ones that have to rigged their economics, as most here will have to do. Fortune might favour the brave, though KLL don't seem to have benefited from that attitude quite yet. SO4 is looking good for me, and so has the share price recently. RWD is steady, and nearly all of KLL will be underwater at the 15 cent raising, AMN is a sleeper and proceeding steadily but may be aiming a bit high with the volume it is targeting.
It's an interesting sector, and should continue to be post-COVID.
Gw
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