I always love your take on things. Your "flying under the radar" sarcasm often has me rereading your posts to assess your split between serious statements and sarcasm. I like it, although some, particularly on TOB, just don't get it. 

I agree that if this was a Chinese project it would be well into production, but luckily it's not. We're playing the long game where true value in the future is being part of a stable, green supply chain. What would be worth a penny to us now in China is going to be worth a dollar to us soon here in North America.