Ann: Investor Presentation, page-8

I was going to say that while there was nothing really new in this, the background information on the lead market is really useful especially to anyone new. Lead is gearing up for a multi-year undersupply situation. While some people will trade G1A, I am happy to ride the long wave.

One thing that hasn't got much attention from the whole Toho deal is a predatory TO now looks off the table. When you invest in a spec stock like G1A the max upside is critically important to the investment returns. I had previously said I would be happy with a return around 60c because I expected that G1A would be taken over around that price. If G1A is allowed to run all the way to production the upper SP could be much higher.