In fairness to him - he knows his geochem and he was right early about the process problems at some of the header houses. It's just a shame that he can't integrate new information on the management, macro and industry levels. For him PEN must always wear the scarlet letter of the initial alkaline failure - which it just totally irrational. Oh well - truth be told I feel bad for him.. there's money to be made and he's too emotionally invested in this grudge to scoop it up.
Ann: New uranium toll milling agreement signed, page-106
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