john - i hope this is all helping you ! the only thing i will add to Tibbz'z advocacy of BMN based on its near term producer status (without in any way maligning BMN - i own 'a few'), is that PDN could turn around and announce some kind of JV, or 'offtake agreement' etc with DYL any time (given their 19% plus DYL holding) and all of a sudden DYL would be a very near term producer also .. also i said .. i love BMN too .. buy both
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