No sustained "Boom"-not yet.2 Jun 2026 15:21
Sorry, but all the talk of “boom”, “bagging” and instant fireworks is doing my head in.
Yes, Zulu has produced SC6 before — so doing it again shouldn’t automatically trigger some explosive rerate. The market won’t “boom” on a single batch. It will only move when it sees consistent production at grade and a clear line of sight to paid invoices.
People also need to remember the basics: the company has no revenue right now and is unlikely to see any cash until early autumn at the earliest. That gap matters.
The real acceleration comes later — when the market is satisfied that Zulu can run reliably and when production and payment cycles finally converge. That’s when the “boom” moment arrives, not before.
It’s still early days. There are plenty of potholes left in the road. A bit of calm and realism wouldn’t hurt.
Acker