thanks mate. regarding the upcoming demand/supply structure, i agree with you. but why the fu.ck.n hell hydro isnt/wasnt listed as on of the largest HPA producers in any paper nor article out there? someone get this out of its head?! or willfully? this is the point iam wondering about and have no answer to. maybe an unimportant fact. but th small things could be the more risky. the demand view seems currently very positiv.
regarding offtake arrangements! they will give you the capability to sell your output but wont protect you from dropping prices. in the end, we have to await the real impact of LIB and LEDs on the HPA market. studies are often to positiv.
expect the worst, hope the best... good start in the weekend boys and girls
greetings from germany
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