The company would not be shortlising fabricators unless NLC and/or others the company may be in talks with and everyone involved in the process were not satisfied with the Coldry product and process. The DFT allows the company for the first time to get real capex numbers for a CDP. They're doing it right imo, under Ashley's hands-on approach and Foz's connections. It was all just puff and show before wrt Tincom especially, now it's real imo. The sp is cr@p and maybe the company is vulnerable, who knows. But the sooner the company starts showing us the hard numbers the sooner the market conditions will improve imo. 'Several weeks' could be up soon and hopefully things will turn. I'm putting my sentiment back on hold for now.
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