Haha...I've missed the banter with Blue Fox. His analytical take on the sector has been amazing...he's called everything so well he should get a job with Macquarie as an analyst. They could obviously use his insights.
His comments on KLL have been a constant source of entertainment for me; and, his complete lack of understanding around the SO4 development journey a joy to read.
Sevo is another one I enjoy reading. In any market, its useful to have a marker as the lowest common denominator. This used to be Blue Fox, but with his brush well and truly between his legs, it is now Sevo. History now shows that you should trade the opposite view to these two on SO4.
With Blue Fox now saying it will end up at the receiver it is very conceivable that SO4 will indeed get Lake Way up and running and then get taken out by a big company for a lot of money...
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Haha...I've missed the banter with Blue Fox. His analytical take...
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