"Whether it’s built in 2026, 2027 or heck even 2028 is not a big deal to ME."
You keep reiterating your mantra about managing expectations, emphasising that issues and delays are common and likely, and that you’ve factored potential delays into your investment strategy. My question is: where? The worst-case scenario you outlined is Stage 3 complete in 2028. However, according to JZ’s guidance, that is actually the best-case scenario.
It's mid-2024, and JZ has provided a four-year development timeline. This means that even if everything goes perfectly, with immediate funding and no development delays, Stage 3 development won't wrap up until mid-2028.
Therefore, you haven't accounted for potential delays at all. In fact, your suggestion that Stage 3 might be complete by 2026 or 2027 is not only contrary to JZ’s minimum timeline but also leaves no room for delays, is far from realistic, and is simply the stuff of fantasy. If you had accounted for delays, you would have the earliest delivery date as 2029 (with a 6 month delay), or more likely 2030 or beyond (delay of 18+ months). Despite your insistence that my 2029 call was "pessimistic", that's only a 6 month delay. For context on how realistic that assumption is, Stage 2 is currently delayed by over 2 years. So I'm being generous by assuming only a 6-month delay and delivery in 2029.
Your evasiveness is astonishing, and it seems you'll say anything to promote this stock, no matter how unrealistic it is.
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