Hi PeppieThanks for your comments. I wasn't addressing any...

Hi Peppie
Thanks for your comments. I wasn't addressing any poster in particular! Your educated guess on the reasons for the problem sound plausible..we'll know eventually!I suppose long term it's a good problem to have higher concentrated feed than too weak a feedstock!
I didn't raise my thoughts prior, cause they progressively developed to the point where I felt strongly enough to express.
My intuition is they'll get to being a great business, but good things take time, new projects usually take longer than expected. I'm waiting until a clearer picture that things are cranking before I invest.
Cheers