This company has great forecasts. However, it's all about...

This company has great forecasts. However, it's all about delivering on forecasts. Nobody really knows if they can do it until they do it. It's a start up operation. In my opinion this company is riding on the back of Iluka.

If their forecasts are accurate it's still very cheap.

I have no sentiment purely because I'm not sure if these guys are accurate in their forecasting.

:)
Nic