He doesn't announce in emboldened capital letters that he thinks this is more bad news. I don't mind seeing repeated data and WTM gives credit if copying other posters from other boards.
The 70% is an accounting trick as I suspect it doesn't include any amortization of the installed equipment, just input costs - electricity and labour - to put a price on in house produced H2. It came from Q2 call I think and has been repeated
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