Great analysis @Neuchatel. After reading your point re the reagents, I then took another look at the latest preso cover shot of the plant: - I'm a little curious/concerned about the bags sitting in the open at the rear of the plant. Incoming or outgoing? Reagents, product, bakery flour or waste? Looks somewhat unprofessional and could lead to contamination if it is reagents or product. Wouldn't we want to keep all this stuff undercover at least, out of the dirt, wind, dust and occasional rain? The Tesla gigafactories set up semi-permanent tents when they are struggling for or don't need solid structures to house some of their operations/supplies.
- Fences/light stands seem unfinished - Small square pads dotted around the yard unused - Dug up area lower left of bags - donut hour after Friday drinks?
Just looking for something to comment on or analyse in the absence... Have a great weekend all.
AGY Price at posting:
25.5¢ Sentiment: Buy Disclosure: Held
(20min delay)