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Cost to Produce CNTs, page-220

  1. rolling
    7,712 Posts.
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    15/06/16
    06:29
    Post #: 18032822
    I should clarify. Criterion speaks about the 'widening' price difference between TAS and EDE and has a spec buy on TAS because of the arbitrage. He does make reference to the Georgia incentives and that EDE is 'gaining traction in US road building circles.'

    Cheers
    EDE Price at posting: 21.5¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 6  Upvote
    lightbulb Created with Sketch.  Great analysis
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