RE: OPTI vs. THAI revisitedand OPTI is 30% over budget with more to come.
OPTI has announced increases the last 3 quarters: from 3.5B to 3.8B to 4.2B to 4.6B. The Street has gotten so jaded about this they've forgotten the first increase. But none of the announced increases has raised the targeted production, so they're all increased costs - plain and simple.
Meanwhile they've put off the schedule 6 months - leaving room for two more cost increases!
I'm long both but only up 50% on Opti vs 400% on PBG - and I bought PBG later. Not really complaining - but there is no comparison.