No not necessarily. Many, perhaps most, of the investment community are not equipped to crunch the back-of-the-envelope projections in the recent updates, such as the cost of increasing the plant size, and how much extra capacity might be created.
While the company might not be willing, for obvious reasons, to release their internal estimates of the likely scenarios, it doesn't prevent anyone from having a crack. However that kind of thing from individuals has limited reach. A wider and more comprehensive understanding of the value would help the company at this stage, I think, and at this point there is more incentive to do it. It's a compelling story, and it's in tune with the times.
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