@vestro,
I am a holder and I'm trying to understand the implications of this post.
'when you run the numbers of what BASF sell Z-Cote for ($40-55 USD per kg - see below) it makes it almost impossible for this volume of zinc oxide to be sold in a product this cheap. What we know of ANO's price superiority per kg, it can be done.'
If ANO can do it, so can they, or not? Is this an opportunity or a threat? Does ANO's advantage come from a lower zinc oxide content?
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