Thank you for finding the talk Sander. Really impressive. Some important key points here that that Mike purposely stated : in excess $20B inground value which is similar to the gold equivalent of DEG's Hemi. Let that sink in.
I think the most important slide is the cost curve slide. IPT can undercut the HPA market operational costs with enormous high margins.
At $20MC, this is a steal. Seriously under valued.
