I'm not sure if they were too slow to seize the opportunity in...

I'm not sure if they were too slow to seize the opportunity in the early stages of the price rocketing up. They had to complete the necessary feasibility study and do the sums.
The thing that I'm finding frustrating is that the company have been spruiking to the market since September is "We're weeks away" from commencing production. There have been two interviews with Wally from Investor Roadhouse Roadshow or whatever it's called. And now we've had the tin conference on the 6th November where they've said the same thing.
The only saving factor in my opinion is the clause in the off-take agreement that they have to have this show on the road by the end of this quarter.