Alcoa has a huge investment here and I think they will genuinely throw what ever is needed at the solution so I see as a positive due to the depth of their commitment to the area.
There are a lot of cheaper fracking solutions now to a few years ago and I think it will require fracking to get the flow rates required. The resource is huge but just not the flow rates to date.
Without Alcoa's involvement I would be a lot more hesitant.
TSV Price at posting:
0.8¢ Sentiment: Hold Disclosure: Held
