Of course, you can do whatever you like and provide whatever opinion you like. But you might like to consider that there are no or few downrampers here - except Convel a week ago. The others are consistent and merely giving their take on what they see. Pointing out the inconsistency that AUZ could see no barriers to completing the offtake by 30 Sep and then a couple of weeks later claims that Tesla Battery Day IS a barrier to completion is NOT downramping. It is a significant issue that introduces significant doubt about the status of the whole process.
TESLA Battery Day Sep 22 - PATENTS & LEAKS, page-76
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