I think we've seen this before... announcements of small orders turning into a flood of promotion with consequent price rise as the pumpers get on board.

I think a good opportunity to get off the train is coming up if you struggle to wrap your head around the valuation.

Disc: held.

Feels a little light doesn’t it…

Still looking like a small trial order….again.

Very early days imo.

going to need a lot more than that