Do tell us more … the following will do for now. In respect of that company with which you wish us to consider comparison:
1. Is it enjoying record world pricing for its product?
2. Is it starting to bring online a second production line - the product of which is all able to be sold at accelerating record prices?
3. Does it have not one but two upstream JV product development projects?
4. Does it have rescoped offtake agreements that have adjusted off take pricing to exceed each expected quarterly price?
5. Is it part of an industry caught in a thematic of energy transformation that is recognised to be growing exponentially?
6. Does it have earlier mover advantage compared to peers so that debt now at ridiculously low levels and cashflow starting to look embarrassingly positive.
Just curious if you’d be able to tell us that - or just the name of the one with which you are inviting us to make comparisons.
pls price expectations December 22, page-39
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