RE:Beacon update Beacon analyst is projecting gross throughput at the Macauley plant of 5mil cf/d (150m cf/d of He at 3%). After 20% royalty, that's $44 mil of annual revenue if they can obtain a $1/cf from end users. Less $10 mil of opex and $3 mil of SG&A yields about $30 mil pretax cash flow.
The market does not believe these numbers as the current mkt cap is only 3x that number.
I await the actual potential after an incompetently long start-up.