MegsterI am willing to be confused withthe facts, but was looking for them in your post.
TAM SP has taken huge beating and everyone is trying find someone to blame. I would blame it on lower Zn prices, lost love for resource cos. and liquidation by many mindless positions in this and other areas. You can blame on PK, but I do not see any fact about PK that changed bet 3.00 TAM and now.
I did not track CMM SL pit fiasco, but there must have been other professionals on tech and design and engineering side who did not believe that it is not doable. As far as Freezering is concerned, there are many more successes than failures.