timothytimma18My last post may have changed your mind anyway,...

timothytimma18

My last post may have changed your mind anyway, but talk about jumping to conclusions! Pretty sure I haven't said anything negative about SO4!

Acknowledging that they may not hit their numbers isn't being negative and could easily be applied to any other business (including KLL), irrespective of how much testing has or hasn't been done.

I think Blue Fox made some really interesting points and wanted to better understand them, but I'm also not sure where some of his / her numbers are coming from, and have therefore queried them.

I think your point about the SO4 trenches is very valid, but having revisited the BFSs, SO4 has dug 13 auger wells and KLL has dug 400. Those are facts, not opinions / interpretation, and no-one could deny that 400 probably gives you a much better understanding of the dynamics than 13. Doesn't mean SO4's assumptions are invalid of course, but it's easy to see how some people might more comfortable with KLL's numbers.

I have far more SO4 shares than I do KLL shares, but I'm not blindly optimistic about SO4 and don't see any downside to better understanding the risks associated with my investment.

Slimbo