RE:RE:RE:Summary/overview of last interviewvestor111 wrote: The Agoracom review was very good but I notice a few things are a bit dated and potentially inconsistency in terminology which maybe my on confusion.
Gen3 is the pilot plant coming online this year and there will eventually be two Gen3 plants (or perhaps more clearly two GEN3 furnaces in one plant?) for a total of 5000 mT/yr producing 2N? test to achieve 4N? (even the company slides are a bit confusing here (for example see the note on slide 11 on the cost of 2N where slide 21 discusses 5N+?) . And note from the interview a reference to a second step pursumably for further refinement?)
I would also like to clear up if the two coal providers are actually "competitors" or monopsonistic suppliers able to set prices artificially higher. If they are indeed competitors it is less likely they will drop their prices in the face of HPQ competition where if they are purely suppliers, they may have price elasticity that over time steals a little of HPQ's price advantage? I honestly don't know. Just curious.
I would like to do annotated update and ask a few questions of the company to help clear up some questions I have.
You better buy now at 10 cents and do not expect price go down. If you are shorty cover now. Come October anything can happen. Good luck