It's always fun to get some conversation flowing about pricing sentiment as that's what most concerns my investment, wether it will grow or shrink. It's important to look at everything through the lens of valuation, because even a bad situation at the right price can be worth the risk. I think ci1 is a bit like that, the board pose some counter party risk however at what valuation do we cross the threshold of this is worth the risk or do we just steer clear entirely?
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It's always fun to get some conversation flowing about pricing...
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