Agreed on timing of CR, however it will be necessary. Theres no way they have enough cash to sustain steady state production.
Its anyones guess on the strategic planning, however if I were Jerko Id be thinking to wrap up a funding package that both takes me to 2ktpa and 10ktpa. Some of the projected 2ktpa earnings will be used to fund the expansion but it too early to know this as they havent established steady state.
General Discussion AGY, page-21800
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