In the long run, this stock should also be considered. However, there has been a massive price increase that was not entirely based on fundamentals. If Europe wants 50% of the plastic used to be recycled by 2025 (when the current level is 11-12%), then there is an incomprehensible amount of potential here. However, the establishment of future facilities and the commissioning of existing ones form a clear path to profit. The technology can be copied, and it is not a new revolutionary discovery. Yet, no one else is utilizing it. And on the other hand, even if they did, there is clearly room in the market for many players, as stated in Quantafuel’s presentation.
