Just on cut-offs,
I wouldn't mind seeing them do a revised estimate on all of Lance using 100pp cut-off. As we all know, ISR virtually picks it all up, so if anything, I would have thought that using a low cut-off would be more suited to ISR than conventional anyway.
At least on the surface, it would put PEN on a more even playing field.
NK
100ppm, page-9
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