I read that the Myanmar-China border has closed again, after only a few weeks of being open..
As such, pressure on the price/supply of heavies will remain high, and China will keep buying our SEG. We will cash in, but I'd much rather see our US operations move ahead asap so we can process the SEG ourselves.
With the lights, it feels like we have a new normal:
Looking at my latest numbers, we are on track to break $200m revenue in the upcoming Q for the first time.
But, this is just the beginning..
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