They have a great resource and a completed albeit small scale...

They have a great resource and a completed albeit small scale plant, if they can sure up the resource and be producing debt free it will limp on long enough for demand to overtake supply.
As far as price I'm not really sure, it will depend on how the next raising goes, I'm watching with interest, I would think at least $20m would be needed to achieve the above.
I'm pretty confident we haven't seen the lows and I don't want to be impatient with this one as I have been with so many others.
I also don't want to jump in before the raise as there is a good chance China will rest full control in that process, need to be able to raise those funds and maintain independent control of the company, can't rely on selling only to China.