So what, I'm interested in the whole story. Not just a single...

So what, I'm interested in the whole story. Not just a single part of it. If you're investing solely on the basis of met test work only I do believe you're missing the bigger picture.

Please dont employ the ostrich investment process, it very rarely works out well in the long run. I'm not sure how you could dismiss key parts of any investment decision, such as product price, recovery rate, capex and opex.

All of these factors affect the value of the stock. In this case, negatively.