great post Cruz - only thing I'd add is we aren't waiting for a deal with anybody -re: this next plant. We are building and owning it ourselves so not waiting on anything other than site location, funding method etc. So would expect some boring updates like - this is the site, then later these are the govt grants, then later.. this is the interest payment we have negotiated ....then here is a pic of the crusher being craned in etc....
this next plant already underway - likely throughput announced. Love industrial stocks - we get to calculate what it will be worth and get to buy it before the punters who wait for the cashflows....easy money. Now while I twiddle my thumbs and wait for $3 I'm looking for whats really next.....third plant in US....Silica...? Could be a tie.
investor roadshow, page-290
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