I don't brush off poor sales performance. I fully conceded it....

I don't brush off poor sales performance. I fully conceded it. But Alcore will sell aluminium fluoride to smelter owners like RIO Tinto. Obviously, they're not going to sell DSO bauxite to RIO. Its an entirely different market with entirely different operators. So I discount somewhat their poor sales record in selling DSO bauxite. In my first post yesterday, I said ABX was still a punt. I'm by no means claiming its a sure thing. My sentiment is a buy because it seems to me a punt worth taking, based mainly on the free carry into Alcore.