Are you ok?My personal view is that on the basis that Dean works...

Are you ok?

My personal view is that on the basis that Dean works in the industry, talks regularly with industry insiders, and shares a boardroom with people who have proven themselves commercial experts in areas or pricing and understanding value: He probably knows what he's talking about.

I think he states this clearly when he says:

"When looking at pricing....for concentrate, a lot of the feedback we have been given - because there are a lot of people interested in our concentrate - and that gives us a lot of comfort internally that we are pursuing a good path here"

The value appears to be in the concentrate and NOT in the processing of the concentrate......makes sense given the global amount of government funding being pumped into the processing side of things.