Hehe, what research could you do, pelm1? The IO is under the ground not in the IO ship yard. Back three months, you wondered if FMS had the IO, which was fine. Now you wonder the possibility of huge IO, which is still fine. FMS is not providing some certainty for money. If it is certain, its price would be much higher.
Research is not just read the announcement to find the bones in the egg. You need a little bit imagination and brace some risks you could afford. No one would like to give the money away. When market sold? He was not sure about the future.
There are a lot of different views and playing methods in the market. It is not the problem to be sure but do you want to take the risks for some big reward. The storm will pass by. The sky is there.
How do you know "the billion tonnes that will never be!" It is possible but not necessary. More than 500mT IO is good enough. Enough is enough and then life is good.
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