Post by
minigoon on Jan 26, 2021 2:24pm
Sold the rest in the last 2 days
As we sit, if final permit is released today, TKO is looking well into 2022 anywhere close to full production from florance, in my opinion there is a 30,000 lb less production coming ( 130,000 lbs Gib / 80,000 lbs florance, now combined 180,000 lbs, not convinced 4th Q will be anything good, will look to re enter lower but not really worried. GLTA
Comment by
nofluff on Jan 26, 2021 3:04pm
The new presentation says 136 milloon pounds per year lom. That is higher than ever. They must b happy with things. They had a couple bad qs. But always met yearly guidance. This pounds up bodes well. nf
Comment by
dcjones4396 on Jan 26, 2021 3:18pm
It may say as such for lom but they guided 125M for this year.