Hi Peppie,I think we all appreciate your insight into the...

Hi Peppie,

I think we all appreciate your insight into the industry and it is very enlightening.

MZI seemed to be able to sell its product from the Tiwis without much difficulty, has the market changed that dramatically since then that there is a doubt?

I thought that the market was rapidly improving, that there was a downturn in stocking rates and that demand was insatiable.

Haven't they already got a contract for 1/3 of their stuff?

The update announcement from the company exudes such confidence that it is hard to see them stumbling now.