I think to read as a capex and timing warning is fair.
Would still rather have a company put it all on the table. Other management may have just remained silent and spruiked higher EV demand and nickel prices.
With the projected EBITA I don't see a slight Capex blowout being a deal-breaker due to short payback period. For Capex finance, we already knew that we need cerca 1 Bil so big money already required.
In short, heads up on Capex and timing doesn't hurt my sentiment all that much.
I think to read as a capex and timing warning is fair. Would...
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