I actually don’t have a “fascination “ with BG….it’s the stated goal of the company.
I’m sure if they wanted to produce TG they could and would probably be at nameplate right now.
Now maybe JZ/Pablo are stubborn SOB’s and are trying to prove the naysayers wrong.
And perhaps our OPEX would be more in line with LTM (ORE’s) figures if they followed the same path.
It’s clear that producing BG on a consistent basis is extremely challenging and time consuming.
And that is the point of difference that attracted m e here to begin with… btw I hold LTM as well.
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