yeah staying out of C&M is great if it makes sense to do so! The way things stand is that the only reason we should is to take the gamble that things change soon (not great business!) or we find a way as a company/business to start making money $$$$$!
The only way in this current climate to do so is to start producing chemicals! Keep in mind that when Li price when stupid, everyone wanted to start the next big thing! We got lucky and got an operating mine in North America! (Which was attached w half a chemical plant!)
so as far as strategy goes we need about 66% of these muppets to go off line and the real players to stay afloat and shit turns around!
all I wanna see is Lucas Dow has a fkn strategy
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