Talcoat is the side show. Can't understand why its taking so much airtime here.
The main show is clearly the anodes (pareto presentation).
Smedvig are not petulant or short sighted. Talcoat is a fart by comparison to other products.
I'd give Smedvig some credit that they didn't leave a perfectly positioned, fast growth business for the sake of a fart.
And by your logic, Mitsui and LKAB were less than diligent because they ignored the fart.
But I guess you could be right.
Ann: Trial Milestone for Graphene Ship Coating, page-91
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