Yep agreed. Illiquidity was another of the points that Q&A covered. Matt's comments were that it works both ways, adds to volatility quite significantly
I wonder whether the increase in price prior to Q1 release was less to do with a leak and more to do with someone trying to take a position prior to the Q1 on a punt, only to encounter supply constraint....
Sellers in short supply at the moment, ~8:1
Ann: 1Q21 Cash Flow and Activity Report, page-17
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