I think the so-called Good Doctor's reaction today underestimates the risk that PanTerra's processing issues could drag on for months.
I think the announcement had uncertainty written all over it. It's not positive as was suggested. There are multiple parameters/factors that are holding production back.
Sure, production is getting close to spec, but the market is demanding better results. Maybe the Doctor should pay attention to price action and the way the market works / thinks.
watch out, page-9
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