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Friday, November 14, 2025 3:35:46 PM
Pumpers keep hammering the forty one percent Q3 production increase, but the company’s own press releases destroy their entire story.
Start with the October 8 PR. AABB announced a complete operational restructuring. They fired the plant manager who had been at the site since construction and initial launch. They fired the entire operations crew. The company hired an entirely new team. They claim the downtime created an opportunity to clean house and rebuild.
This is not a minor personnel move. Replacing the entire plant workforce is a full reset. It means management decided the Q3 team was not capable of running the operation.
Now compare that to the November 12 PR. Suddenly the company says the Q2 mining team achieved a forty percent production increase in Q3. They say efficiency improved. They say capacity expanded. They say they retained two million dollars of metal thanks to the output.
There is no scenario where both of these stories are true.
If the old team delivered a record quarter with major efficiency gains, they would not have been fired. You do not eliminate the manager and every operator responsible for your best performance. Mining companies keep successful crews. They do not liquidate them.
If the old team was so inadequate that management had to replace them immediately after Q3, then they did not produce high efficiency or increased output. They produced an unacceptable result that required restructuring.
And the new team cannot be credited either, because Q3 ended on September 30 and the new crew was hired in October. They were not present during the quarter the company is bragging about.
The timeline destroys the narrative.
The forty one percent claim relies on a team that no longer exists. And the brand new team was hired after the quarter ended. AABB is trying to credit two different crews for the same numbers, depending on which PR they are writing that week.
This is not how real mining operations report results. It is how a narrative gets manufactured on the fly. They need Q3 to sound strong for the stock, so they hype production. They need an excuse for the plant being idle, so they wipe out the entire crew and call it restructuring. The two stories cannot exist together.
That is why the forty one percent number is meaningless. The company already admitted the team that supposedly achieved it was unfit to continue. The PRs contradict each other at the basic factual level, and once you line up the dates, the whole thing collapses.
Perfect example of AABB telling whatever story they think investors want to hear on any given day.
Start with the October 8 PR. AABB announced a complete operational restructuring. They fired the plant manager who had been at the site since construction and initial launch. They fired the entire operations crew. The company hired an entirely new team. They claim the downtime created an opportunity to clean house and rebuild.
This is not a minor personnel move. Replacing the entire plant workforce is a full reset. It means management decided the Q3 team was not capable of running the operation.
Now compare that to the November 12 PR. Suddenly the company says the Q2 mining team achieved a forty percent production increase in Q3. They say efficiency improved. They say capacity expanded. They say they retained two million dollars of metal thanks to the output.
There is no scenario where both of these stories are true.
If the old team delivered a record quarter with major efficiency gains, they would not have been fired. You do not eliminate the manager and every operator responsible for your best performance. Mining companies keep successful crews. They do not liquidate them.
If the old team was so inadequate that management had to replace them immediately after Q3, then they did not produce high efficiency or increased output. They produced an unacceptable result that required restructuring.
And the new team cannot be credited either, because Q3 ended on September 30 and the new crew was hired in October. They were not present during the quarter the company is bragging about.
The timeline destroys the narrative.
The forty one percent claim relies on a team that no longer exists. And the brand new team was hired after the quarter ended. AABB is trying to credit two different crews for the same numbers, depending on which PR they are writing that week.
This is not how real mining operations report results. It is how a narrative gets manufactured on the fly. They need Q3 to sound strong for the stock, so they hype production. They need an excuse for the plant being idle, so they wipe out the entire crew and call it restructuring. The two stories cannot exist together.
That is why the forty one percent number is meaningless. The company already admitted the team that supposedly achieved it was unfit to continue. The PRs contradict each other at the basic factual level, and once you line up the dates, the whole thing collapses.
Perfect example of AABB telling whatever story they think investors want to hear on any given day.
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