LYC is western world, ex-China. That is what is important. Companies can no longer rely on China, nor the ESG issues in China.
They need supply certainty, so don’t confuse your basic math, with a real world issue, that LYC is one of the only companies in The western world producing, coupled with the fact that countries have been mandated to look ex-China… its a supply and demand thing. That you would know about, given your relentless attacks on LYC to support your shorts. Who do you work for?
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