good quarterly report , page-9

Very well put... For years KZL has been an industry leader in how to develop low-cost operations that can survive the downturns. While this is a major downturn to say the least, they will survive and with many marginal projects shutting down(or about to shut down) all over the world, commodity prices will react strongly to the upside and low cost, efficient producers like Kagara will again be there to pick up the slack.