i wouldn’t worry about Avenira too much, they flip flop between projects with out going any where.
nwp is super comparable to centrex as they are looking to sell rock concrete using pretty much the same logistics setup. It will be interesting to see if they release a feasibility study to compare to Ardmore. On a total production base they are looking at about double Ardmore on a final production basis.
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Ann: Ardmore Operations Update Stage 1.5 Expansion Update, page-13
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