The discussion of building KMP too early came from the CEO herself? Not me.
I have merely showed you guidance from 2023, 2024 and 2025 from Rowena and co. that was not met, reduced, not met again, and then just removed altogether and replaced with some "full production in 2026" B/S.
No shareholder wants to talk down their poorly performing stocks online I get that, but not talking about failed guidance and then obscuration of, is rather self-defeating in the long-run. Where are the updates on The Korean consortium (July 2021), Noveon Magnetics (May 2023) and USA Rare Earth (Aug 2023) offtakes, happily pumped on conception by RS?
Do you not want the executives entrusted to govern your capital in the business, to elaborate on failed delivery targets that they themselves guided?
ASM Price at posting:
44.5¢ Sentiment: Buy Disclosure: Held
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