Atc can consider partnering with Mitsubishi to deliver their HPA to the Korea markets since the demand is high. In this way, Atc can bump up their production to 8000 tonnes per annum. Most of the junior HPA specs has indicated their intention to produce 8000tonnes per annum with much lower capex costs in their PFS. Though i have no objection given the specs & quality guaranteed by SME Germany, Atc can still renegotiate current capex costs with SME. If they can build a bigger factory to increase the production output with current capex that will be the best rewards for the shareholders. Otherwise a slightly 10-15% increase in capex is acceptable. Don't forget that SME is one of the shareholders too.
My 2 cents opinion. Let's hope for the best outcome.
