My thoughts are that GXY will make plenty of money regardless of the efforts of others to attempt to keep up with skyrocketing demand.
Unless of course the supply shortfall is wrong and the likes of Simon Moores and co have NFI, which I strongly doubt, considering the willingness to discuss the relevant topics in public forums (i.e. be scrutinised and questioned), and the reasoning and evidence that they base their views on.
I've already explained why your "LCE" comparison is flawed.
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