Hey toasty. My only thought (other than some general market shittiness of late) on that is the broad market does not understand the HPA significances of the brightness and the purity. I think the SP will react a bit to the MRE but will take off on news like Offtake Agreements where you have dollar values spelled out.
until then I think you have the chance to get in early and cheaply. I will certainly be adding to my already considerable holding with all my spare cash in between now and when they are flying.
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