RE: Running the Slide Rule over the 5 Portfolio Holdings27 Aug 2023 22:26
Unless there's a prepaid offtake, I doubt $17k will actually be a contract price.
Anyhow, I generally concur with the value of the parts assessment below. My prediction is 30-35p in 12-18 months, if the management doesn't do anything outrageous. They're not exactly the sharpest tool in any shed. Even so, at this price it seems like very low risk and I have slowly built up a position. Not advice, dyor.