TG,
all you need is a longer time horizon with this one (not like those that invest for next week or trade for tomorrow), and patience with a little good luck that everything goes smoothly.
Remember: this operation is highly profitable with POG @ $650us and POS @ $12us.
Bringing the first project in on time and within budget is our critical investment risk - that's my only concern - that concern is highly discounted at these prices!
