Thanks for the post Joe. One thing about your statements on sp movements, you state break even this year. Does that mean you think they are not going to meet their revenue projections, or that costs will be higher ?
Cash flow is another matter, but do you think they will not make any profit from their ~$10M in contracts this year ?
I think everyone here knows they are buying on potential, but if the announcements are real, seperate (still no clarity) contracts then profit should be in the range of 2-4M this year.
I guess we can all see the excitement of the 2.4c surge is gone. There will be no quick rise to 2c until there are some hard numbers to back it up.
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