It will be interesting to see how the conference goes in Vegas this week. I noticed that Joe has posted another negative comment or 2 on Twitter regarding quality of product, quoting a customer source.
I know Joe and ORE don't get on too well, interesting to know how much of what Joe is stating are known "lower end of the spectrum" tonnage issues or if he is claiming that this applies to 100% of product.
Also very interesting to hear ORE respond to Joe at the conference. I assume that ORE will have to issue some level of market update on Thursday (or tomorrow) if James Calaway is going to make any statement relating to the operation of the plant since COB March 2016.
They are both on stage around 4am EST thursday morning i think. Anyone at the conference that can post some updates?
It will be interesting to see how the conference goes in Vegas...
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