Well, big congrats to management. Under pressure to get a contract in prior to AGM....and they get three. Rough calcs on avg volumes of suppliers should put us over the 100,000 tons easy now which is more than enough to hit the go button for the first plant. That fact now being a given we have to re-rate as its just way too cheap and such is underway.
With this story now in full swing, the USA govt grants and press conference in coming weeks is going to send this nuts. Bank finance approval would be nice but as we have already said goodbye to $1 it doesn't really change SP targets much either way.
Rail spur!= higher volumes,lower opex, higher margins. The site must be alongside rail.
3rd usa processing plant, page-10
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