Outline the costs and why he's wrong then if you want to make that assertion.
There's a few posters here who have actually broken down the bullish case on DSO and how much it will cost and why and backed up their claims with numbers. I'll leave it to them if they want to re-share those numbers and analysis on how a DSO would go, but if you want to claim Dave is wrong and DSO won't make good margin (very bold claim considering copper price and metallurgy we know of) then please don't just give us a one liner, cost it up for us.
Outline the costs and why he's wrong then if you want to make...
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