I recall management mentioning that new production would be integrated from the September quarter when TPS and Dyno Nobel are both online? Additionally, I would have expected greenfield production to be considered closer to April 2026, when the gas pricing mechanism resets from around $4.50/GJ to approximately $8/GJ. The benefits of increased greenfield energy production would/do depend on matching rising demand. Given this I see the stock as a slower burn/bottom draw, as a substantial supply increase would likely require higher industrial consumption, such as electricity generation or manufacturing.
Have been impressed with many of the decisions made by new management.
QPM Price at posting:
6.0¢ Sentiment: Buy Disclosure: Held
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