great preso. lots of clear information and projections. so 4000 tonnes biomass investment is covered and 5000- 6000 tonnes enough to fund capex and expansion. touching on 3000 tonnes so a bit to go but the North American market is a massive opportunity given they are just getting into it and only have 1% share compared to significantly higher in other continents - for kingfish. ticking a lot of boxes. ebitda projected to quadruple from current levels by 2025. I'd say $2 in 18 months or mid 2021. also interesting to see if we win the court case next year. could be big.
great preso. lots of clear information and projections. so 4000...
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