Based on? I'm a fan of SFX (despite some management fails such as underestimated capex) but the demand for ceramics seems to be on a bit of a downward trajectory at the moment from reading some of the comments on H.C. My concern isn't the project itself or the viability, it's the demand for the product. I'm by no means at all educated in this field though and could be (HOPEFULLY) way off the mark.
Any advice much appreciated.
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