If you go and read about " Phasing Cap Ex" And possibly take a few Hints from this article... Both have there unique character indifferences... But BB in this explains what I may believe to be the Direction KJ and Sprott are leading us down...
Read a bit slower when "BB" talks when a potential re Rate may occur!!! Hint regarding MT Mulgine and "vertical integration Strategy" Get some meat on them bones... "
I've been looking for coy similar and HAZ to be the closet thing... If anyone wants to know what KJs thinking May I suggest this article.. It may explain afew things that are similar Between these two Coys...