Leaky ship if I've ever seen one - last 6 trading days -30% or ~$240m of market cap.
But feels like we've been here before then it bounced 11% on news the plant was up and running.
Is the market concern just the production delay/loss? Or are we in cap raise territory to cover?
Sell-off could be overdone IMO, think the NPV of future cashflows could be less ~240m of equity...
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