it's easier to blame shorters rather than considering that it might just be people understanding there isnt $10,000,000 per tonne and nanotubes...or concrete or anything else other than ceramics. Ceramics at 125,000t on its own wont cut the mustard at this valuation. I dont get whats so hard to understand or argue with. The blue sky might kick in at some time, sure. but when is the question.
I guess time will tell and the market will decide.
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