"If we hit production this year, I can't see a good reason why we wouldn't at least approach base case NPV which would mean a new high in the sp."
Would you mind sharing your thoughts (and anyone, really) on what will happen to the sp if we don't hit production this year? Growing season starts September/October, does it mean we will miss 6-12 months of sales if production doesn't start from September?
Reason I am asking the question is because after everything that has happened, I have revised my personal base case to be one where they don't hit production this year. If they do, that will be a pleasant surprise for me. But for now, I am more curious about the ramifications if they don't (because if they do, there's not much concern to talk about).
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