Agree on the likelihood of a re-rate before the next raise. I'd love to top up another parcel or two sub-10c. I'd be surprised if we go or stay below 7c for very long, especially with so much in the pipeline. Sure, we'd all love some more wins on the board, but this stuff takes time, and as pointed out, there's a reasonable amount of runway left before another raise is needed.
I'd be interested to see when and how we get announcements about the US facility - makes sense to on-shore to the USA given their buildout of the industrial base, and the extra certifications will only help with that. Location within the States would be an interesting factor as well.
AL3 Price at posting:
7.0¢ Sentiment: Buy Disclosure: Held
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