If you read between the lines, Minhub could be bigger than first thought as they would be providing the third-party RE feedstock from their Mineral Separation Plant.
This aligns with a recent comment from Minhub:
As Nolans is still ~4 years away from coming into production the Name Plate Capacity of the initial plant would likely be x before being expanded into a multiple of x down the road. Minhub FS is due to be completed in about 2 months from now so not much longer to wait until we understand better the potential opportunity here.
CCM Price at posting:
6.4¢ Sentiment: Buy Disclosure: Held
