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I thought they only got capacity to produce 90 per month at the...

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    I thought they only got capacity to produce 90 per month at the end of June. If so, those numbers wouldn’t have been included in the last quarter’s figures.
    But still, I think the reason the SP hasn’t jumped is Simon’s response that’s clarified the new lease is not for demand that’s exceeded 250 pm, and that it’ll be a few months before the backlog is cleared and we’ll begin to test new sales. I hope they’re still on track for cash flow positive by year end, Simon didn’t address that, and that risk is probably keeping the price down. We do have a lot more clarity now on the actual status.
 
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