This is the exact mentality to watch out for. I suggest reading the ORE quarterly, specifically the market outlook
1. There is a bit of bottleneck due to constrained plant capacity to convert (not demand). No impact on us as GXY prices are locked
2. DSO not surprisingly turning out to be a myth .. plenty of dirt and not even carrots
3. Lit market will become increasingly grade competitive, and we have the product in SDV that fits the bill, perhaps better than most.
All the early signs of maturing commodity.
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