I didn’t say they should build a huge plant. I did say that they should have properly flagged this change of plan with context on Friday. They didn’t & left everybody confused “what’s a starter plant?”. It’s obvious they don’t have customers- for various reasons. It’s also. Lear the DFS is now aspirational. There’s no way the new plan NPV/IRR equates to the old.
Ann: Investor Webinar - Market Update, page-178
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