Hmm. Given that beyond this forum and the odd 'World of Concrete' expo, there is 'stuff all' existing public attention to what this company is on about, it is surely not inconceivable that it is still very much off-the-radar (so to speak), however that can change in an instant, imv, via the likes of a committed sales pitch, an enthusiastic media contact and/or a break through contract announcement.
Results (real-world and tests), sales (across an expanding range of applications and geographical locations), installation of in-house capacity at a commercial concrete plant, fast tracked production facilities and a healthy bank balance, all add up to an emerging company as I see things. So ede is still speculative (and priced accordingly by the market), because the potential, which needs only to be based upon replication of proven results across the US at least and the capacity to deliver (which is in train) to be realized, is simply huge and happening as we watch.
So, as I see things, the present sp is speculative and the near future (based upon this update) represents further de-risking, which will see a strengthening of support and the sp will respond accordingly.
Happy to hold thanks.
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