champ2003, i don't disagree with that. but what i find silly is all these "early stage" comparisons.. especially between a producer (spot price) to non-producer (can only dream), off-take signed/non-offtake, jv partners/non jv partners, rail/non-rail.. etc... its just all talks! hype! thats it.
at the end of the day, many newbies got burn.. simply jumping in at the wrong time.. and they start talking lemons..lol