Communication was superb as they came back with multiple guidance. Assessment was terrible though.
As a junior, I guess they felt compelled to come back to shareholders every time in a "are we there yet?" type of motion. Larger companies with multiple projects wouldn't have bothered.
If they were in the plant construction business, I would be more concerned. They'll be more realistic with stage 3.
Now, we are finding out the hard way (and by reference to bigger players) how much it takes to bring one of these facilities to full ops.
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