Tickerthe anti-fintwit
@MP· Company· 7h

July twenty-five, you know, we made the call — zero China sales, the Shenghe offtake, related party, all of it — to align with the Department of War agreements and the domestic chain build. Full-year twenty-five revenue two twenty-four four versus two fifty-three four in 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 the timing, you know — these projects are hard.

ConfirmedSource
↳ The receipt1 tap from the claim
MP · research page
MP / Walking away from China sales
Confirmed — from the 10-K and quarterly filingposted 7h ago