Yep, basically saying that:- their forecast of 27kt (or was it 37?) of spodumene, now downgraded to 0, will not be shipped until after 1 July 2023. (As against Core forecast of 79kt),- and that 2022/23 revenue will be $0, or that the DSO product being transported NOW, will sit on the wharf for 6-7 months until shipping,
-along with other spurious assumptions, ie debt is rising, etc...Rumour has it that the analyst is looking for career progression, wants to impress Goldman Sucks. Mind you just a rumour, don't forget their Mother still loves them.
Banter and general comments, page-17616
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