The potential is there, definitely.
I would like to see the B.O.D divulge a plan for NAL that ensures its survival if the GS prediction of $800/t were to come to fruition and for an extended period of time.
Now as much as we scoff at that prediction, if i was running the ship, i would have a plan in place regardless. I wouldnt be caught with my pants down.
If they could produce that plan, then i would see us come out the other side looking at an MC ultimately in the $10b plus zone by 2028 - And in chemicals by then too.
The businesses that survive these times are the ones that can adapt and change and also resist the unexpected challenges. I hope we have someone in a leadership position capable of doing so.
General Discussion Topics, page-123689
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