Ha came here to talk about the UK announcement but you guys...

Ha came here to talk about the UK announcement but you guys already all over it. If PEK aren't part of that discussion to supply the oxides I would be astonished. Even the timelines seem to roughly match up so its sort of like the worst kept secret.

Oxide price continuing its run, now more than doubled since the same time last year. PEK wont completely rerate until it has its destiny firmly in its own hands as it wouldn't meet some people's screening criteria.

Frankly though I don't mind siphoning cash from some other winners and dca into this one. I put this in the top three return potentials of my green stocks and the best one thats this size. The risk of course is things not progressing given its history. If they can get the agreements in place this one becomes a 10 yr hold at least and I'll enjoy the ride with the holders. But its a little bit of a leap of faith prior to the finalised agreements.