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30% my record so far: one in three

Schedule 1. Roll-forward, in builds

Today's column is real: nine builds under construction, Audit Friendly in service, and Craft of Lyfe written off. Everything to its right is arithmetic on your assumptions. A build finished in a quarter is either placed in service or written off.

The only line I would sign is the last one.

This is a model in counts of projects. It holds no revenue, no launch dates and no promises, and the hit rate is an assumption, not a track record.

Retained hunger is carried forward in every scenario.

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