You have bought a once in a century stock IMO.
100k anode is revenue of approx 1.2bn. Modest valuation on 10x revenue for a growth stock is $12bn.
Add 200k anode for the UK.
In the rock yarns MT says Niska is very conservative. So add say 700k tonnes.
But he also says it can see it being as big as LKAB steel business. Some say that's about 4m tonnes.
So lets choose 2m in due course, with rapid price increase and Tal x, Tal e and Graphene we take $20k a tonne.
Gives revenue of $40bn, 10x revenue = Party Time!!!
I'm waiting for 2m anode per annum. A few announcements in coming weeks would be nice. But I don't really care much.
We have a ringside seat my friend. Just be patient, wait and do nothing. Sometimes thats harder than it seems.
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