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It's very frustrating since... what if the $600m August ATM finishes, then they file another $600M ATM in October? I'm happy to support financing for their buildout, but there's 0 clarity to the end of the ATM loop or how much funding they actually need. If they just said "we need $3.5B", mixes LTAs, private placements, ATMs to get this done, there wouldn't be as much confusion. I'm super excited operationally, but how they do financing is very concerning.
Library as of 2026-10-20