Ann: Project and Corporate Update, page-54

Rupfel have you lost your mind?? The entire industry says the Chinese converters followed the principles of supply and demand and paid low prices in a soft market. Just look at the price reporting agencies (one posted below, could AJM even produce for that price?)and the fact the whole industry except AJM moderated supply. Alex Cheeseman did not say they were getting well paid in that podcast he tried to wriggle out and said they were getting better than people said and that some payments were 60% upfront not the standard 90-95%
James Brown even emailed a poster here confirming the floor price for AJM contracts did not hold.
Since when have PLS and ganfeng had a bad relationship? KB always says good things and they in turn have published their reports how profitable their investment in PLS has been! I think you confuse people responding to your threats of what China will do with anti China sentiment, it’s anti bully sentiment. If you were making those threats about any other country you would be met with similar replies. Anyway, demand is now high, supply low. WHY SHOULD CHINESE CONVERTORS NOT PAY THE GOING RATE????!