I've reached more or less the same view and chose to exit this morning without taking much of a loss. it's a great project in principle but the fact is that it requires a huge amount of capital for an export-oriented industry where the obvious market is looking like a pretty risky bet in the short to medium term and alternative markets are unproven. I'd be happy to be proven wrong but it's too much of a long shot now for me.
I've reached more or less the same view and chose to exit this...
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| Open | High | Low | Value | Volume |
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