Look at the big picture. Zircon is a fairly rare commodity....

Look at the big picture. Zircon is a fairly rare commodity. India and China's requirements for nice glossy bathroom tiles will be enormous. AZC will be a major player after WIM150 comes online (and it will). A major player in a commodity that will explode in price.... now tell me if AZC will still be under 40c in FY 2009/10.
Risk/reward good people. Upside/downside.... do the sums and don't get burdened by the initial production problems.