Sure, RK Equity has a look of positive stuff to say about future pricing.
And no doubt what Hooper says will be closer to what pans out, than the rubbish trotted out by the likes of GS.
However, there is absolutely no contention that sooner term production will be more profitability that later term production.
I'm here because there is value in ESS and its future prospects - (on the assumption that it can get into production within a reasonable timeline) - are not fully baked in. There is upside from here.
But wow, are these guys not in a hurry. And that will absolutely leave money on the table that could otherwise be in the pockets of shareholders.
Sure, RK Equity has a look of positive stuff to say about future...
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