If the 2 are in the best position, who will be most likely to...

If the 2 are in the best position, who will be most likely to produce first and at what potential cost. KLL has some bad news incoming and SO4 needs signatures. At this point watching from the sidelines, it's going to be interesting how long it will take things will be looking up.

with raises potentially needed for both companies, I might wait for a cheaper SP before I dip my toes in. This is a really really promising industry and I am hoping I can get in with a cheap SP whilst the industry actually starts performing.