Ann: Lake Way Project nearing completion, page-75

Really don’t understand the slide over here. SO4 is only weeks off completion. They have suggested a quick ramp up to capacity. Despite the negative rhetoric from a couple of posters on here, the team has done an exceptional job to get to this point and have given the market minimal reasons to believe they are not going to achieve what they are saying. I didnt want anymore exposure to SOP in the portfolio but will be closely considering adding S04 in the next day or 2. Excluding any undisclosed issues i can not see why 12-18 month hold on this would not be very healthy