I find it amusing that there is a lot of assumption re...

I find it amusing that there is a lot of assumption re converters are keeping the profits for themselves, where there has not been one analysis of their balance sheets or cf reports.

The carmakers do not seem to have fat margins at the moment neither.

All I know is AJM is making the constant sales, deliveries and relationships that seems inline with a growth industry. (as in no fat profits as yet)

The miners not making sales, or the explorers with no finance to build their mines (and their shareholders), are the ones who have a lot more to be worried about, I reckon.

Everything else is just noise...