One point I was trying to make is both these stocks maybe better to buy after the commissioning phase. That would help to cut the BS and risk as investors can rely on real results of two new tech plants in a developing market with competition risk. A4N will be marked down heavily if there is any fails in finance and production regardless of that perceived wider profit margin.
The ATC “fat” is not an IF, it’s well reported, give or take its 30%. I’m surprised there is not more talk about it.
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