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All quiet and yet to come.
We don't know when
Don't think Rowan knows when
Unable to make coalswitch and finish the testing programme
152 days since the NCDEQ heard from AERP. They haven't submitted the emissions data needed yet, they probably don't have it yet.
Once the 5tph permit is sorted I don't think it would be hard to get a 10tph permit?
Also reading the RNS very closely. Couldn't that also be interpreted as 70k tonnes between both plants? That would work at about.. 5/6 tph?
Lumberton permit update is that the NCDEQ requested emissions data 133 days ago and still are to hear back.
The RNS is very much a mixed bag, but it's probably not the worst if we can just move the reactors from Lumberton.
And rendj gross profit seems to change all the time.
Production cost was $165 a tonne. Then Rowan said it would be less as he was surprised that some were paying them to take waste wood. So less than that?
Selling has been 200+premium or 220+premium.
Premium for the 'superior' product. So a pretty wide range of gross profits per tonne there...
We've got the first round of test results, we know there will be at least a 2nd RNS soon because of the results from the other uni
We know that there will be an update in a couple of weeks on the reactor which of course we hope to be good (I'm sure some people here hope it's bad).
I'd also expect Maine and Lumberton permits sorted by EoY. If all goes to plan that puts us above 1p easy.
Also if we could get an update on the US OTC listing this year would be awesome. But I don't think I've missed anything. A big 3-4 months ahead.
Good luck
RNS is a repeat of the last test burn results
Which is what we like to see
With more test results coming. An update on the reactor in a couple weeks, and there being stores of coalswitch basically confirming the 8 tonnes stuff was BS.
I think if we get a rerate it will be on a couple solid RNSs in a row. Reactor working, permit news, test burn results. Etc.
Hopefully a solid September, but I can see emissions data has yet to be submitted to NCDEQ. Hopefully they'll do Maine first and that's why.
Hoping for a good September!