If you are referring to comparisons between Lake Disappointment and Lake Wells as down ramping then you are neglecting the fact that SO4, in it's presentations, cherry picks data from the Reward Minerals scoping study and predictably aims to sell its own project as superior.
I think it is slightly naive to think that the so called sophisticated investors are always as sophisticated as you think.
If my views are considered down ramping then perhaps certain technical truths hurt. As I said in a previous post, give the guys at SO4 a call and ask them if they think they will pumping the same volume of brine into the same acreage of ponds should they wish to match the output from Reward.
The best analogy I can think of is getting pissed on full strength beer versus mid strength beer. If you guys think that brine grade isn't important then you need to ask yourself if you get pissed as quickly on mid strength as full strength.
Personally I reckon RWD has a pint pot of full strength and SO4 has a midi of mid strength until proven otherwise.
I guess we will know when SO4 puts out some numbers from its own evaporation trials and gives an indication as what its recovery rate and acreage requirements will be.
In the meantime I am more than happy to concede that LW has better road infrastructure.
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