"I am confident that we will be way producing ahead of AVL."
Either first or second. A little quiver in his voice.
Skip to 3:10 to hear it from the horses mouth.
From everything I've seen, they'll be at least 6 months behind AVL, although, I wouldn't be surprised if they can get up and running before AVL. The body language of IP is that of someone who makes things happen.
TMT Price at posting:
59.0¢ Sentiment: Buy Disclosure: Held