Your comment about good business sense flys in the face of facts.
Many backed an understanding of significant future demand and the subsequent proving up of an ultra high quality product to be supplied at super pit quantities.
The market has been telling you for a long time now that the boutique mentality comes from an out dated and inaccurate estimation of even 2020 demand. If KNL went for at least 60ktpa production from the beginning they would have saved themselves a lot of time and money. Better still, be ahead of the curve and go for 80ktpa if their is strong belief in the product!
The superpit model should be seen as well researched and viable due to the quality of the flake being mined.
I hear that even Sroyle has seen the light and is buying up another G stock It took him awhile, but better late than never!
