SB why do you think PLL is dead? They got the deal of the century, 113,000 at a top price for SC6 at $900/t and a floor of 700 without lifting a finger. The only risk is if NAL doesn't produce at all then they might be in trouble with their OTA. They take everything up 11300t with no fixed costs other than some admin. The only way I see them failing is if spod falls below $700 but if it does, we are dead too
The PLL SP has not declined anywhere near as much as SYA. I think both could be swallowed up by Canadian interest. It's either both or none. I also think that part of the NAL deal was SYA can never go cap in hand for Government assistance.
SB why do you think PLL is dead? They got the deal of the...
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