Ann: Neuren and Lanstead agree to pause settlements for 120 days, page-39

Nice...If you're right about 4% per day into perpetuity we might not have to wait that long. Based on +4% compounding growth from current market cap (rough trading days to 1 trillion):

55 days - 1 billion;
115 days - 10 billion;
170 days - 100 billion;
230 days - 1 trillion.

In all seriousness, fundamentally the story remains intact and finally it appears desperate / irrational selling has dried up. Wouldn't be surprised to see some recovery now from these levels as market efficiency kicks in - reminds me of KDR after announcing their deal with SQM.

Following the annt KDR's share price plummeted from $0.85 to $0.50 as the market struggled to digest the complexity of the deal (hotcoppians were up in arms the KDR were "giving away" half of their project!), then, a few week later after the cap table turned over (retailer to insto) the selling dried up it rallied to $0.90 and eventually new highs of $2+. I'm not expecting the same velocity or magnitude here but a very material recovery back to more reasonably levels, we will see. And multiple of $1.00 in the event of any number of stories that we could see over the coming months, year.

Cheers,

5x8's

PS - Taurean, apologies about the slow reply, I'll complete a rDCF in due course (likely over an upcoming weekend).