Yeah my reasoning for not halting the U projects is slightly...

Yeah my reasoning for not halting the U projects is slightly different. Cant be chasing trends all the time otherwise you will never capitalise fully on sunny days. U is out of flavor at the moment but if anyone seriously thinks that it wont continue to be in high demand then bake me a yellow cake and I will eat it. U's always one disaster away from being confined to the scrap heap but it always comes back bigger and brighter.
THX isnt at the stage of producer yet and still much to be done in the mean time so may as well get closer to being a producer during a fallout.
Timing is everything....... Like copper at the moment you have your RNI's compared to SFR's