Good thoughts. Like the market, I have set my expectations low and have mid 2026 as approval time should things go to plan. If we get a left field announcement like AA great, but I am not relying on it. I was thinking about that also, what is our TAM compared to NEU or TLX and what might our share price get to upon approval. $10 seemed a nice round number and a market cap of $3bn+ seemed realistic (assuming some further equity issued). However that is not based on any hard research and it might be worth looking into, something to pass the time anyway. Before delving into this, has anyone looked at TAM for these companies, would be great to hear your thoughts.
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