How is it these genius analysts don’t ask a question about policy risk for LCS. There was a huge pivot in strategy based entirely on the IRA. If law changes again the. We’ve made the wrong choice. Investments are being made based on government handouts of taxpayer money.
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LCS was in the works years before IRA. IRA had just accelerated it. Now that all of the majors are playing the LCS game, do you really think a new administration is going to come in and pull the plug?
It's a separate entity of the corporation. They'll dissolve it if it fails.
Because they are all too woke to see the risk