I'm with you JD,
SDL has how much drilling and where are they and how much infrastructure do they need to build and maintain and what is the market cap compared to resource and how long until they will be able to start selling the stuff once all the infrastructure is built.
FDL is one of the only I/O specs that will be able to ride on the FMG train, not only the freight train but also the corporate deals and sales. FMG will probably buy any ore on the block and most likely prove and dig it up for a reasonable cut.
I out earlier but have bought a few options for the long haul as I see a rise in the value of FDL in the not too distant future after all the fuss has died.
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