So does demand for the product, and in order for them to ramp production in the midst of the geo political situation - you still don’t think the consumers of this product won’t diversify their supply chains and mitigate risk. This is like Groundhog Day with you, we have been over this on numerous occasions, you claim to have all this relevant knowledge, yet you lack the simple fundamentals of managing supply chain risk….
Ann: Investor presentation - 28 June 2024, page-110
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