Well, that was surreal. If I hadn't done your homework you'd be thinking ramp-up has gone very well, team has done an outstanding job and everything is great outside some small issues last quarter, which are expected during ramp-ups. Maybe put STA "back a couple of months". "Typical market, selling down the share price for no good reason now we are in production... so undervalued". Could he have been more positive and upbeat about how well things have gone, or surprised that shares dropped 66% in 12 months?
If reality is uncomfortable and causing cognitive dissonance, just substitute it for your own reality... works for Luke.
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