I feel like we're discussing their success as a zero-sum game. All our reporting highlights that there will be much more demand than we will be able to deliver. That said, what they delivered was something in a Lab to complete as part of the BFS, which is something we showed for 4N in 2015. Will be interesting to keep progress of. At the moment i'd prefer to focus on the bird in the hand, than shift to the two in the bush.
Ann: Altech - HPA Plant Stage 1 Construction Update, page-24
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