hi @Jagdarwin
two key items that stick out for me.
debt
price taker
ajm on face value are being forced to push product into the supply chain at $x pricing.
What are your thoughts on the companies ability to refinance in the current environment? It would appear the current level of debt and interest rate are unsustainable?
Make no mistake this is an artificially created market environment and those companies that can navigate and survive will boom.
Hence my interest in hearing as to
why I should invest here
Ann: Production Update, page-182
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