I go with your assumption. Takinig even only " inventory at...

I go with your assumption. Takinig even only " inventory at cost" as kind of basis results into add. value of some 15 % for the first 3 months, i.e. adds up to some 28 mil in addition ., i.e. some add. 50 cents p.s. I go for producers, who show some faith in their product, whatever it is. We do get some 20 cents p.s. over the past few years, which is not that bad , if one did show some faith quite early and got the chips reasonably cheap.
To me this anyhow appears not that bad a figure . Kind of reinforcement for our fortress. There is still our exploration in Ghana. , where I still put some trust into some kind of J.V.
Anyhow, leaves me quite relaxed apart from possible improvement of our actual production. So....