Ann: Company Presentation, page-58

  1. niu
    1,638 Posts.
    lightbulb Created with Sketch. 578
    Yes, I saw that as well.
    It is certainly a change from the DFS (1,512 USD/t) and from last years presentations that were quoting 2,000 USD/t.
    The "at nameplate" qualifier was always the case - anything less than nameplate will be at higher cost.
    The "<" 2500 USD/t gives them some elbow room. There is much about this presentation that seems to be about resetting expectations (and maybe for a change they can under promise and over deliver).
 
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