wss what is your take on the quarterly, page-29

well FMG certainly are a lot cheaper than they used to be, and Blythefans analysis suggests that they have the metallurgy understood. Re being in or being out, I am trying to be less dogmatic about opportunities that stocks invest, once I have more info. And this seems to be a case in point. FMS may surmount these problems, so I'll certainly be watching to see and come back in.......I mean, they might even do a deal with FMG or someone near to blend their stuff with a cleaner ore and the whole lot becomes processable. But that's the sort of stuff I would be looking to hear.