WR MUST recognise/acknowledge and absolutely prioritise getting the logistics sorted. Blind Freddy knows IO price has plateaued and will deterioate from here in. Supply will without doubt exceed demand within 2 years. So get weaving and get a Chinese partner. Forget proving we can supply kingdom-come with IO for the next 50 years. Start selling the bloody stuff!!.... or at least tell us how you intend to get it to mkt. Incredible he feels ok about glossing over the main issue in the IV. Like it doesn't matter/isn't important.
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