I guess it becomes a question of how long one has followed the...

I guess it becomes a question of how long one has followed the industry
SO4 came in with guns blazing saying they could do better and faster and that every other hopeful was hopeless

the industry has a great future and fortunes will be made
SOP is up $200 US a ton and dollar is declining

I still don’t feel SO4 is telling the whole truth
RE the plant and supply issues
as I understand it
leakage through the ponds lack of brine
and an inadequate design of pond network will
take 18 months to rectifie
KLL does not appear to have any of these problems
the other three hopefuls are going to find it very difficult to be funded
SO4 real build cost must be close to $600 million come completion