For me its the realised prices and cost base when production for...

For me its the realised prices and cost base when production for the pilot plant ramps up to their stated amounts. If they can somehow show the cost is anywhere near the projected amount then this will go nuts. However i can't see how they will make enough profit to self fund the 800k plant in time to meet the construction timetable as we're only doing our first small shipment now. I think they'll need to do a raise, get NAIF funding or push out the timetable a bit. If the pilot plant can be flogged for a year then build without diluting or borrowing then it's the right play imho.