Goldman socks probably does otherwise they’d not be forecasting sc6 to be $1,000 next year
They’ve used a lady with supposedly one year experience in the sector to write their report last year
A smart forecast would assign the probability of success for each project in the pipeline
Say DLE companies forecast to produce 100,000 tonne carbonate with 10% chance of success, I would include 10,000 tonnes in the forecast which becomes zilch in the rounding
I believe gs included 100% if not 200% you’d have to check their mathematical calculations it’s way off
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