Agree with all of that, only thing I'd say is that there may be one or two new contracts announced in the next 6 months, that if they are for high-volume vehicles, should see the share price head upwards in a meaningful way.
It's all a bit of wait any see at the moment. The demand for the Corvette wheels is promising, if the CBR option is priced under $12K then good times ahead, but I doubt they'll be able to get the price down that low. Maybe $14-15K.
The meagline construction on budget and schedule is great news, and commissioning later this year is even better news. I would imagine one of the 4 new larger contracts underpinning the megaline will be announced at the time the megaline gets fired-up.
CBR Price at posting:
92.0¢ Sentiment: Buy Disclosure: Held