Several weeks ago the discussion on this forum was all about...

Several weeks ago the discussion on this forum was all about Karly and about putting LD on the back burner.
That isn't going to happen because LD is going to be a monster and any plan to go with Karly first would cause at least 18 months delay if not longer.
I think we can expect to have two resources each 300-500MT (or more).
The combined output could easily be three times that of Compass Minerals.
The demand outlook for SOP out to 2020 is robust.
The ex-Macquarie brokers at Blackswan know this and thats why they are accumulating.