I agree the financing will be the make or break here. I disagree that making money will be an uphill climb after that because the contract with the power company is already set for 3 years, and the financing will help them expand their production even more. They are a low cost producer, and at $60 per ton, they will be in fine shape.
I am also betting that our CEO, who has had 2 previous successes in the industry will have a third...this one.
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