I have no idea what they define as a “robust supply chain”, but as CU6 likes to point out in every presentation one of their big advantages is the robustness of their supply chain. CU6 is not dependent on the limited, ageing and unreliable research reactors for supply.
If I had to guess I suspect that the analyst hasn’t kept up to date with CU6’s progress. If even the analysts are in the dark we can be sure the market as a whole is totally ignorant of CU6.
Research/Valuation, page-58
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