That depends what you are expecting and what's delivered, and regardless with GCY, DCN, EGS, BLK all either having or likely to hit financiers bottom lines the finance landscape could get hard the next little bit. Banking an increase in production rate is a bit keen I'd think, typically that's pegged to deposit metrics and I don't see them changing 30% particularly given they are reducing the number of feed sources. I'd have thought considering the plan lower risk at the same production rate would be wiser, still good value in that but I wouldn't be banking an increase. Time will tell I guess.
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