That's the way Scotty - put the blinkers on mate - it's almost comical you can't consider a thesis that involves HPA CAGR levels not at 30% - 'toot toot Scotty - here comes the nirvana train...'. I'd suggest with a possible recession coming you do some sums with CAGR levels at 5 or 10% and then have a guess at when HPA looks like going into a supply deficit.
Life's too short to spend time on HC talking to trolls - you were one of the clowns on FYI saying offtake was in the bag and multiple HPA plants were just around the corner pre Alcoa deal. Back on ignore you go.
ps - it's 400tpa
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