With all respect to Newing (dont stop) I think he missed the line from the company in a previous report that they were going to explore "producing" the material on site for the large lake project and apply it as a slurry, thereby avoiding drying and granulating costs. IF they did this, the delay in factory expansion might not matter so much....who knows.
NExt news items to watch which could foster the next upleg
End of July - the oeprations update - they released the cash quarterly early but not the operations....maybe they plan to have a better idea on servicing the lake by then
End September - ASX200/300 rebalancing - anyone got any views on how long after a rebalance you would see fund buying?
Unknowns - florida or other major project announcments. - anytime
Enough of a news pipeline methinks.
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New newing report is out, page-20
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