kums/omedome19 Aug 2016 12:38
yes. I think the risk here is purely execution. If they are trading 210kg by say next year without any additional confetti then 3-5p it is IMO. The risk here is that they wont do that. The plus side is that RP has hinted he wants to expand further than South America so it could be more. But certainly worth holding these IMO.
No intention of selling unless fundamentals change until much higher