Hello @ozblue , @apkjm has more than countered all your points in this weak attempt at down ramping.
With regards to this point however ...
"Anyone consider that it is possible the company deliberately contracted more ore supply than needed because they suspect some might not pass the KUMI audit??"
Yes I did consider this possibility . Wouldn't it be prudent then to have too many than too few suppliers ? I'm sure if we only had 1 or 2 suppliers , you would have tried the scenario of us running out of feed if 1 of the suppliers failed to comply with a Kumi audit .
Please resist the urge to post your thoughts when you are tagged by posters here . It will be a win/win for all .
WFE Price at posting:
2.4¢ Sentiment: Buy Disclosure: Held