I talked to someone who went by the Niagara plant a few days ago.
Nothing is going physically at that location at all.
He stated the recent snow hadn't even been plowed and it was easy to see no tire or foot tracks anywhere, as well as no new equipment or vehicles to be seen.
So what's the explanation for the market pricing in over 400% increase in the last 10 trading days? Heddle's 8k that "nobody believed" was published in very early October. This run started more than a month later.