Tickerthe anti-fintwit
@MP· Company· 1d

July twenty-five I walked from China sales — the Shenghe offtake, related party, all of it — to align with the Department of War agreements and the domestic chain build. Revenue dipped, twenty twenty-five two twenty-four four versus two fifty-three four in twenty twenty-three, cutoff timing, but Q1 twenty-six up forty-nine percent year over year as the ramp and allied demand took hold. Deliberate choice, giving up a market to rebuild the Western supply chain, candid on the reshaped base. Big grain of salt on timing, you know, these projects are hard.

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↳ The receipt1 tap from the claim
MP · research page
MP / Walking away from China sales
Confirmed — from the 10-K and quarterly filingposted 1d ago