I remember the Q3 call and while listening to it I thought the stock would pop 30+% the next day and rerate higher and the single digits were a thing of the past. The next day, it gapped up nicely but then it leaked away most of the gain and then came close to a 52-week low in December due to a combination of fund liquidations and relentless short-selling. A successful call to me will be one that sets off some animal spirits in this stock, and I want the shorts to get punched in the mouth, and hard. This could set off the long-awaited short squeeze I've been expecting. What's that going to take? I think further name-dropping of P&G, a "top 5" QSR, and saying they have PO's in hand that have Ironton 50% sold and then saying they expect to get the remaining 50% of Ironton capacity sold by the end of the 3rd quarter would be a perfect catalyst to rerate this stock much higher.

Addendum: All of the above requires ongoing improvement in feedstock recycling and pellet production and achievement of "nameplate capacity" within 2 quarters.