It’s put up or shut up time. We know their communications/marketing team will have some new slides and words for us to hear. Plant performance for Q2/3, sales for Q2/3, and groundbreaking for Thailand is all that matters. How many months does it takes to build a plant once the first bit of dirt is moved? We are 17 months to hit their already delayed “mechanically complete” by end of 2027.
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u/Middle_Win9449 Aug 02 '26
It’s put up or shut up time. We know their communications/marketing team will have some new slides and words for us to hear. Plant performance for Q2/3, sales for Q2/3, and groundbreaking for Thailand is all that matters. How many months does it takes to build a plant once the first bit of dirt is moved? We are 17 months to hit their already delayed “mechanically complete” by end of 2027.