$200m MC is about to change within a month's time, it's shocking that deep into this stage on it's commercialisation path, the valuation is still so low.
There is still major uncertainty for sure, but once JV is signed and 20 units are ordered, most of the risks that has been hovering over SP should be removed, and open up space for blue sky.
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$200m MC is about to change within a month's time, it's shocking...
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