This development has to be positive. I like it.
As others have rightly said, we are starting to come to the pointy end in the next 9 - 12 mths on both Grandis and Nomgon.
I've got a chunk of change invested in this company and whilst massively underwater currently I am feeling good about the year ahead. Rightly or wrongly I trust the management - particularly Neil and Richard - and am comfortable their interests are aligned with mine.
It's still pretty speculative but I like our odds.
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