sp thesis
So basically the current sp reflects a thesis that in the foreseeable future we will not:
a) increase production at our two stone quarries and certainly not hit the max permitted rate;
b) acquire additional quarries or other profitable assets; and
c) be able to unlock value from any of our quartz, gold and nickel assets.
Is this a realistic set of assumptions? If not, perhaps folks are on the sidelines until December with the hope of a holiday sale on shares?