Cavvy Energy is 7x-ing it's Sulphur Revenue This Year - Does the Market Know?

Cavvy Energy (CVVY.TO), a Canadian energy company, has been locked in a awful contract for years. This deal required 80% of their sulphur production to be sold at $6/mt. Compare that to the current market value of $260/mt, and you can see how awful this deal is. This has meant Cavvy received an average of $34/mt for their sulphur last quarter against the $260/mt they could've gotten. This changes this year. In November, they entered into a new contract, wherein 1/3 of their suplhur will be sold at $225/mt, 1/3 between $205-$250/mt, and 1/3 at full market value. Averaged out, this'd put the price they get at around $250/mt, or 7.3x what they got last quarter. Cavvy currently produces around 1,100 mt/d, but can expand that to 1,400 mt/d at peak periods. Averaged at 1200 mt/d, it means Cavvy currently receives around $14M a year from sulphur, but with the new deal would be getting around $100M a year (perhaps slightly less when factoring in costs of sulphur storage and transfer, which the current $34/mt accounts for). Last year, Cavvy made around $30M a quarter in total NOI, across all areas of their business: already a significant increase from the year before. Accounting for the new suplhur pricing, they could be adding $20M per quarter to that number, or around +60% compared to last year, or a total $200M NOI compared to $120M (although yearly figures seem to shift quite a lot for Cavvy, so it may not be indicative). They've been working down their debt every quarter, to currently $160M. The large uptick in revenue would certainly help clear that faster. Their net income per quarter often brushes break-even, or dips into the negatives somewhat, but this revenue increase should put them comfortably above 0. It seems like they'll break even for last year, which again, should put them in the green this year. At C$260M cap at the moment, it wouldn't take much profit to make them undervalued. The stock's already up 200% in the past year, and I think it could go higher. I will note that what values are in USD$ or Canadian $ is a bit blurry. The suplhur market price is in USD, but the market cap in C$, so numbers may vary a little.