It might have been Don Hains or Peter Wood who offered that suggestion a year or more ago .

Logic being by blending/substitution they could lower their cost and supply what ever market .

So 3 obvious groups 1. Current Synthetic producers 2. Battery companies 3. Out of the blue Conglomerant looking at the IRR .

Locking in long term supply at todays price for either group would be a plus as we have seen others express so well .

Look for 2 class of stock . Retail may not get the supper #s that the data suggests . Insiders will like the tax deferal of a royalty deal .

Unless it all unfolds some other way !