This is such dribble from Citi.
The fact that they include growth expenditure as a genuine cost is hilarious and so deceptive. Why assume companies will expand production when your company's narrative is that they're unprofitable from an operating cost perspective alone.
And all this means is that if future production is pushed out, the inevitable supply crunch will be bigger than previous expectations.
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This is such dribble from Citi.The fact that they include growth...
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