Don't think you understand what NAIF is Mentor. This is stimulus capital. Cheap capital. No more no less. Any project in any industry would love to get their hands on it.
FYI I currently hold both stocks KLL since just after IPO but in and out of SO4 a couple of times over past couple of years. I think the industry has very big potential but I back management & these two have the best IMO.
SO4 Price at posting:
73.0¢ Sentiment: Hold Disclosure: Held
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