If you’re trying to suggest my post above is FUD, that says more about you, not me.
If Galan was producing in 2022 or 2023, yes their margins would be superb. But they aren’t and they won’t be. What matters is where the pricing will be sometime in 2025/26 when there’s a lot more supply in the market (but hopefully also a heap more demand).
I have generally always enjoyed your posts but I can’t help but find you very reactive/sensitive to anyone who doesn’t share your bullishness?
General Discussion Banter GLN, page-10425
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