Eating my popcorn here watching the show. This might just be what Jack was referring to when he suggested that anyone looking at Sx technologies would do well to pause and consider that perhaps old Sx technologies might not be the best way forward, .......think SPE or some better technology at the benefication stage..... No question the delay sucks and maybe Billingsley et al got fired for leading this thing so far down this road only to find out from either DRA or GQD or both that they should switch tracks. I too am glad he's basically out of the picture, never warmed to his style. Hopefully, in the long run this actually turns out to be a blessing. Cash flow from LCM is key.  More patience needed. I can wait plus the good deals are on.