RE: TIlS29 Jul 2020 22:52
They're trying to get value from STEM by demerging it (when they've repeatedly said it had no value on the balance sheet). I think both will be swallowed in the next 2-3 years, probably sooner given their PR recently. If the P2/3 trials go well next year, TILS could be an absolute monster....not to mention STEM.
20+ bags combined is not unrealistic in the next 18 months.