Good to have your aboard Fbx.
Totally agree with you about TAM, they clearly made a huge blunder when they J/V with NST, in the sense that they did not lock NST down to a timeline. Now NST are just pottering along, buying up the whole of the NT and not developing TAMs plant. Perhaps especially now that they can see EAR as being a much juicier target.
Cheers for the chart too.
