I agree the comms is poor. All I can do is trust these guys are moving projects along in preparation for an ever increasing demand. What fills me with confidence are the progressive satellite images and the fact Toyota are being so bullish about EVs. Makes me think a number of offtake discussions have been had with management sharpening timelines to ensure supply comes online when needed. Whether there's been T/O discussions, possibly, but as long as projects are moving forward in anticipation of the storm then the rest will take care of itself. That includes the SP.
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