Yep. I know. Could well be. Just trying not to get too gungho. Noted KB's assessment of the situation and his reflections on the scarcity of supply, the dilemma of the converters and the possibility of them forgoing margin to honour contracts. The talk surrounding the $50000 at the converters disposal for materials and the subsequent assessment by one of our many fine contributors that this could result in $7000US spod. The mind boggles. Only seems like a couple of years ago that KB was hawking around a percentage of the Pil gan resources and couldn't get a reasonable offer. What a lot of donuts!!!!
Yep. I know. Could well be. Just trying not to get too gungho....
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