Ann: Quarterly Activities Report, page-34

Appreciate the various thoughts & insight Sevo. Looks like you've been in potash / RWD books for a while.

Hopefully the RWD project can get some momentum up again and personally I'll continue to look for the occasional surge for a short term trade.

But accessibility and potential sustainability of the brine flows, yes I am concerned RWD (and they in my opinion have always been ahead of most others) is now not necessarily at the top of the tree. As you pointed out in one of your posts in the thread in the last few days, the uncertainty about 'specific yield' is a MAJOR uncertainty - thus the subject of my previous comments. Not sure whether that means we're agreeing or simply debating the rationale.

I also see your comment around reasons for their delay in development, so would be interested in your views on that.

RWD have had their ILUA since 2011/12 yet still continue to roll along slowly. On the other hand the new starter have had theirs for literally no time but are already establishing their road in, earthworks around first stage ponds and installing staff quarters.

Thus for me, no matter how its dressed or any referral to "resource size", RWD is in real danger of falling off their industry leading perch.

If that starts a debate that leads me to invest back into RWD then great. I just can't see any counter argument yet that suggests they're worth returning too or that they'll turn the dream into reality any time soon.