buyback is on !, page-40

With some of the metallurgy still ongoing I think they'll be hard pressed to deliver this by end of Q2 (within 2 weeks).

I've pushed my expectation of the DFS delivery back by at least 6 weeks. I'd like to see OW with their 19% first and given approval to buy another 10% (if they buy some as free -float on-market then so much the better).

The fact is with each passing day the gap between DFS and ML delivery narrows. I believe this is a good thing for holders.