Aug. 28 at 7:51 AM
$ASPI i don't see shipments of s28 by capital markets day. on last announcement they changed the wording from 3rd qtr. to 2nd half.
To make announcement 6 weeks before capital market day is going to happen. I assuming Pau; has more to say than the normal slide show.
Only thing that matters is a shipment at this point. Nothing priced into stock. No one believes any Of Paul's timelines anymore, How is it possible for him to use word imminent 6 months ago about shipments when he knew all compressors had to be changed.