"Since you started the thread G25, how about YOU give us your take on the forthcoming Quarterly?
Prepared to put your "credibility" on the line?
Me thinks not.
GL all"
- Ramp up phase in accordance with demand (AKA no demand for phase 2); Negative. - Successfully transformed waste and exploring opportunities (AKA can't sell it, let alone sell it at a profit); only an issue if transforming costs significantly add to COP. - Contracts in place for a maximum of 11k (AKA NOT SELLING 11k at the moment BUT if customers have room to increase their demand and if max demand LYC sell 11k); MASSIVE NEGATIVE - CoP in high teens and aiming to reduce costs further (aka window dressing, can't get lower without phase 2 online and are struggling to reduce further); MASSIVE NEGATIVE. - Some bs about medium term growth of the industry (same that they have been saying all along); - Some bs about new technologies in the market.
THE REAL KICKER will be the window dressing surrounding the new pilot plant in Tasamania. They need to window dress the quarterly so it looks like things are still progressing so I imagine there will be a large deal of detail on this, when really it is a red herring.
Happy?
LYC Price at posting:
43.0¢ Sentiment: ST Sell Disclosure: Not Held
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