Ann: PEN delays Production & Accelerates Inhouse Resin Processing, page-114

I hold both PEN and DYL

I still prefer PEN over DYL because:

1. PEN don’t need $700M -$1B to build a mine like DYL needs
2. PEN will still be in production before DYL
3. PEN has incoming revenue
4. PEN market cap of $150M compared to DYL market cap of $535M

overall despite latest setback, less risk with PEN

of course DYL has good points as well (which is why I’m happy to hold both), but just pointing out PEN advantages since this is the PEN threads