Hello, you seem to be the go to guy as you are up to speed on EPO.
I have done a good amount of DD on EPO and of course the other juniors in the space.
My question is Why would it take 2.8 billion dollars to produce 2.8 million ton a year. when a smaller company is only going to spend 160 million to do 600,000 ton a year
There seems to be a big disconnect there.
Thanx for your input.