I think we have a different approach.
I try to understand the main underlying trends and the elements which are behind it.
In order to assess if these trends look sustainable or not.
As indicated before in this thread, quite impressed by what they have done in FY 24 : increasing capacity, increasing prices and decreasing costs.
I just try to assess if it is sustainable.
Quite happy to better understand their competitive advantage, after spending some time looking at them and their competitors.
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