The slide is pretty obvious IMO....
an over hyped market took hold.
no matter how great a "future" project looks it comes down to how far any type of production is - you dont' hold a market cap over a Billion dollars at such an early stage...
in SDL's case it's years away, maybe as construction starts to advance it could warrant getting to this level ?
As is DFS is still yet to be released and construction stands well beyond that.....
why the slide, page-62
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