I had an email reply from OMH yesterday to answer some questions I had.
The upgrades and maintenance work is tracking on time.
They have sufficient labor to take them through the rest of this year.
2023 is scheduled to be at full production with the additional 2 furnaces coming on line at some point.
They expect to operate at around 75% but start ramping up at some point.
We can expect an update on this in the coming quarterly reports.
Someone posted a while back that they though the sp will drift until all furnaces are on line and the purchase of CMSB 25% is complete and I tend to agree.
A waiting game but on the plus side this is a solid business with a good future.
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