There were two boys at school. Both wanted to be successful....

There were two boys at school. Both wanted to be successful. Both get high marks.
Boy 1 would always like people to know the progress he is making on his assignments.
Boy 2 always hide his assignments and not let anyone know his progress.
At presentation both boys would have their supporters.
Lets call boy 1 KB and boy 2 AT. Which is better at running a business? Same assignment different approach, with different resources and obstacles. They can't be compared.

"Our thoughts are not our own " they are based on past events, we carry and mimic. By repeating we create the same mistakes.

A mad man repeat the same action without knowing why.
A genius repeat the same action for a purpose and outcome.

If AT start SDV six months later but achieve a deal to cover six months production or more, how is that a bad thing? No one really know what the contract clauses are ? If gxy doesn't get the money from posco, the korean pack their bags and go home. Argentina doesn't get the investment. Gxy sell SDV and concentrate on JB. Worst case scenario gxy keep on making profit and extra cash in the bank. Others will still be worried about debt and raising capitals.

A fall in contract prices would imply an abundance. If producers are currently running on debt, they will not be around to produce the abundance. The analysis are flaud.

How do you know the seller and the buyer are not the same? The wonder of HC.