I don’t think there is a problem with research or thought or...

I don’t think there is a problem with research or thought or sharing here, but more a problem with not reading through the prior discussions and threads where this issue has been discussed before reheating old news. Or perhaps just reading the words of the statement on the topic that was given by Vulcan at the time before claiming:
- they haven’t commented (when they in fact issued a statement rather than just merely a “mention”),
- that Geox was somehow a prerequisite to Vulcan’s business model working (it clearly is not), or
- that Vulcan didn’t react to this problem of Geox’s (they did, they established a two-pronged operational level contingency plan to ensure no material impact on the optimisation plant).

I think research and due diligence, whether the outcome of such is good or bad news, is very welcome here provided its genuine and not a FUD reheat.