NMP is installed at Moolap and IMO the SSC Tennessee plant is going to happen and should be factored into to some extent. Now that NMP is in OZ, it is likely to be included in Tennessee.
Closed loop will be complete at Moolap in 5-6 weeks, bringing increased revenue and hopefully an Alcoa visit.
For people who accept those assumptions, the SP is undervalued.
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NMP is installed at Moolap and IMO the SSC Tennessee plant is...
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