it makes a great read - regarding logistics and process - particularly the reduction process for silica into silicon.
Whilst not directly related to VRX - unless some of the new low temp "sand to silicon" processes come to pass, in a timely manner - the industry is unable to meet demand and we have a potential "high purity" feedstock - however Despite the lack of BOA's - its not sale of our product that is holding back the VRX SP. We need the EPA approvals and to get our dozer blades dirty, processing circuit's primed and producing and bagged up bundles of high quality sand onto trucks ( eventually trains) and onto boats...
once we have product flowing ( 12 months) things look pretty good for us on the SP front, the only direction is up as revenues start to flow.
