The most interesting quote from their research was
Our ramp-up assumption remains more conservative than KLL’s commentary with our expectation of the 90ktpa production rate to
be reached one quarter later than KLL’s commentary and we model Beyondie to reach the 120ktpa run-rate 6-months behind KLL’s outlook
One wonders how they were able to predict the delays. Turns out they were right in not following what KLL were advising holders publicly.
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