imo.....i'm not sure about grz but i know kry has a timeline for production in the MOA...if they dont meet it, they get stiff penalties...selling the equipment at this time would be stupid for kry....i would guess we'll know within a few months if this thing is going to work out or not (there will still be a shortage of equipment).....but if the venz said "go ahead and mine it" tomorrow after we sold the equipment and we have to wait three years to get new equipment...well, we'd be in trouble....