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Originally posted by blister
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shipping is f**ked mate. in my reading 50% think return to normal once trade balance normalizes. the other 50% are calling doom and gloom and globalism is dead with the rebirth of domestic manufacturing.
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ill add this is why i think a takeover is likely... cut a 500m cheque today to control supply rather than putting dividends in our pockets. i suspect this is why offtakes are delayed.... because they arent coming... EPA drop followed by takeover.
