Still, his issues aren't with TAW.
Back maybe 7-8 months ago I asked him where he thought the Bald Hill production would fit into the market, and his responses were "all of it will be needed" and he was otherwise positive.
He only become negative when the revelations about the AMAL problems came out and more specifically about Burwill.
Certainly he is looking at things from an end of the market that none of us have access to, but I think he undervalues the abilities of the TAW board members. It is what it is. He and I disagree currently. The truth, I expect will be somewhere in between.
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