my guess plant 3 poss 4. hot sector at the moment.
makes you wonder if they've already got offtake agreements for all this
either way market update will likely be that existing plants are producing to spec allowing gvt grant to fall thru to bottom line etc.
only issue will be at what price the placement is done.. and who too.. likely insto's already on books.. plus perhaps shaws long term clients.
3 plants poss 4 by say 3Q/4Q 06 CY say $3 a share?
who could begrudge that.
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