your absolutely correct,
no one can, how ever I don't know any of the details on where, what, how, and why, to comment any understanding.
they entered into an agreement with SGCP and Doug outlined the agreement to a point.
information I have gotten has just been out of conversation and from what I understood from one of them is that the area in question for the JV has black sand piled up or concentrate as well. I HAVE NO IDEA where it came from or if I may have misunderstood the comment.
suffice to say, once the JV is on the ground over there and running only then will we know, so spending alot of time worrying about something I cannot control is a waste of time and energy.