I think they need to put money in the bank as so far, despite all the bluster, they have not shown they can run this at a profit. They keep expanding capacity and processing more but then keep losing money. And they need to do it without making excuses about the weather, which will always be a factor and will probably only get worse as time goes on. There is no argument. If they put money in the bank the market will not be able to ignore them for long.
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