My knowledge on TPI (ASX: TPE) is limited to what they release to the market via the ASX announcements platform, plus knowing that SOL back them, and TOP/TIGA (Thorney) have been increasing their exposure to them as well. I don't have any special insight beyond that. They look cheap to me currently based on their production guidance / aspirational targets. I can't see why they would not invest the required capital to expand API production capability as required beyond this current year. If you look at the types of companies that SOL back, they are the long-term players - those that are prepared to invest today to reap the benefits in future years. TPG Telecom (TPM) is the most obvious example, but even NHC (New Hope Coal) who SOL control (with 50.1%) are long-term thinkers, buying coal mines at the bottom of the cycle when coal prices were on the floor, and investing in their own infrastructure, including transport and port infrastructure. Clover Corporation (CLV), who make fish oil capsules mostly and also sell fish oil as an ingredient to baby formula manufacturers and to milk processors and bakeries, etc., are probably a better example, as they are a small $300m micro-cap company which is a bit closer to TPE's ~$80m market cap. SOL own just under 26% of CLV, and CLV have been investing in future capacity, long-term thinking again. Interestingly, TIGA (Thorney) are also substantial holders of CLV alongside SOL, and SOL have invested in TEK (Thorney Technologies - see here: https://www.theaustralian.com.au/business/companies/investors-back-thorney-investments/news-story/7ac72da7003b8d0f1b033c34a9f899a4 ), so they seem to get along well together. As a side note, I'm a big Monadelphous (MND) fan, and their Executive Chairman, Calogero Giovanni "John" Rubino, who used to be MND's MD - and owns over 1 million MND shares - is also a substantial holder of TOP & TEK and was an early investor in ZEN (Zenith Energy), another Thorney holding. He may well be following Alex Waislitz into a few of their favourite companies, which may or may not include TPE. Rubino is also a backer of Ashok Jacob's Ellerston Investments - see here: https://www.theaustralian.com.au/business/business-spectator/ellerston-attracts-heavy-hitters/news-story/3d395fc882f2cc36ec7545f5a19cbf7e Anyway, no special insights, but always prepared to have a good look at where the rich are putting their own money to work.