Like most corporate management changes we aren't likely to know the full story, but to say RK wasn't up to the job indicates a lack of knowledge, an axe to grind or both.
RK kept SEI together when it could have easily gone to the wall. He was able to obtain a deal with Geoff who has run a profitable quarry business for many years. Suggestions to the contrary are BS. He was able to obtain a deal with Geoff that was lower than he originally wanted and was unable to be achieved by the previous 4 CEO's.
He struck deals with Cronimet as an offtaker and JV partner.
I'm not seeing too many other successful operators around the world.
At the end of the day. I'm interested in getting into production and turning this asset into the $ producer we know it can be.
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