The essential part of a steady hand, is to understand that you...

The essential part of a steady hand, is to understand that you share a ship with some passengers who are not invested for the same reasons, or iron guts, steady footing that you do with.

The bed wetters, do not make the majority of the registry. But they can influence the share price subduing a substantial mile stone, and tangible metric. This is because the majority of the registry are observers, holders who hold and do not buy or sell in the interim. It is the minority in absence of action by the majority then that influence knee jerk price direction.

By all accounts yesterdays incredible milestone, if it were announced a mere 6 months ago, with a hotter commodity would have been grounds for even the bed wetters to have risen the the top of the flag pole.

So what does that arrive us at ? The cold commodity space, is an environment that precipitates the weak, who do not look at the end game, but influenced by sector weakness and absence of urgency of money flow.

The end game is the valuation allotted to the price that a vertical integrator will want absolute control over their supply.

The cure to low commodity prices, is low commodity prices. Which shuts down supply, and to care and maintenance of all those unprofitable operators. Which, then take substantial lag time to remobilise a work force to return in better times. This lag time with demand remaining on its growth path, will swing the price pendulum the other way, and then the perception of good times return.

That vertical integrator, predator does not want just an offtake, which sorry, we're closing because its un profitable, disruption etc. They would want to have their supply line integrated, to guarantee that supply without disruption. That is what makes a valuable long life asset worth a billion dollars etc, in a tier 1 jurisdiction.

That end game, is not calculated in the bed wetters brain pan, only the current cold commodity space that sees them fear the other trader for gummy bears.
The long hands, steady who see the incredible asset we have with a high grade, close to surface, low strip etc, a bet that we have, what a predator wants.

We gradually will displace the bed wetters with those who understand the end game, and bet on tangibles and can see through the commodity cycle will return to strength, or fair balance that would still be profitable, most essential is guarantee of supply = moves the hand of the predator.

Good to see Even Chris yesterday mention the billion dollar aspiration that is derived with our trajectory..

Yesterday was just the beginning of those who are now able to buy with an MRE to compare with.

Then you have MRE growth. And Cancet, and Tilly.