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