Cheers tinstuff,
Fair call, I'll continue to hold for now, when I plug in some updated numbers into Alpha(eg Activated Carbon @ $2500/tonne) it becomes difficult to sell. The low start up costs are also hard to pass up.
I have the other 2 you mentioned, plus mdi, which has a low mcap.
So plenty of opportunity in the ET space for sure.
All imo of course.
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