Perhaps consider the possibility that prospective off-takes for larger quantities of EG are contingent on expanding the output capacity at the PGT plant. The majority of investment to achieve that is behind us, and the demand for ex-China supply is increasing. The PGT operation may need to increase in size due to the shift in the geopolitical landscape. It may be a necessity to grow now before the demand arrives. I can't see the head of Technografit visiting our plant, which he did recently, if PGT had zero plans of growing the business at this juncture to meet predicted demand before it happens.
EVG Price at posting:
1.6¢ Sentiment: Buy Disclosure: Held
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