Bullish's numbers are pretty good, and very similar to numbers already discussed numerous times.
Probably my only comment is around the NMP. MHM has already put numbers out talking about NMP profit, and from memory we could be looking at $20m EBITDA a year from the Vic plant alone, so Bullish's numbers are little conservative around the NMP side.
That said, the tech is not 100% commercial, so that is for the longer term interest.
The other comment (beside my only one lol) is that MHM is not just about the Vic Plant or the SSC plant. It is also about the other Plants (like Alcoa), and the possible Silica deals. Given the share price projections on the Vic and SSC, no wonder I am bullish when you look at the complete picture.
MHM Price at posting:
$1.02 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)