I soooo agree with the "preferred supplier".As you can read in a...

I soooo agree with the "preferred supplier".

As you can read in a number of places, Th Chinese look looooong term (30-50 years) and they see the big 3 as shafting them.

Sure, the IO price may weaken, the demand may fall, but I believe that if the have deals with a number of juniors, they would reduce on the BIG suppliers.

And the 4 pillars of IOH, Maitland is now considered one (on simular footings to IV & BH). They clearly know something or have a clear strategy.

I still feel confident with IOH but still hurting on the SP.