RE:RE:RE:Dream onseveral of your points are quite valid, which is why npk is sitting at a 30M mkt cap despite a 2B npv with 290% irr. It is early days yet on the production side of the co and Cristiano will need to show in 2019 repeat business orders and hopefully much larger orders from satisfied farmers along with, dare I say it, word of mouth demand amongst new customers.
I completely understand you staying on the sidelines until you get a better understanding of the sales growth and traction but I disagree with your saying there is any hype in the current sp. The sp is exactly where it should be, meandering in a wait and see pattern. Cristiano has put his money where his mouth is and bought more shares in 2018 and so clearly he and his team are understandably all in and believe the production side will ramp. Will production capacity be fully utilized in 2019 and 2020? and will they have to hemorrhage their margins to do it? - the answer to these questions are obviously open to huge debate until we see further news releases. But imo there is quite limited downside here and very little risk of much "hype" being squeezed out of the sp. The story here is extremely compelling and mgt is fully vested in success, so I will hold along side them and add on any possible dips.