Hey bob, thanks for posting.
I watched this last night.
The point the boys made was that FMG came to market with product at the very exact moment when all the stars aligned for them.
Considering that RNU hasn't completed mine construction and are still a little time away from being at that point it is a little early to say the commodity price hasn't aligned.
Could DC's timing be like so many other decisions he and BOD have made....precise?
Lets see how the next 12 months goes with pricing.
10x
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