Too funny imho, you really are an entertaining poster. Point is...

Too funny imho, you really are an entertaining poster.
Point is KN is forecasting 50% odd growth demand for RE over the next 3 yrs but most remaining oversupplied.
Finding markets will be one thing but what pricing power will producers have? Particularly for semi finished product?
Do you think financiers are stupid enough to lend tens or hundreds of millions to producers in an oversupplied market without a very defined customer base?
If you had a thought process you would understand this situation, and these comments, apply equally across the RE sector for wannabe producers. It should now be apparent to most that the margins in RE will be more downstream than upstream as pricing power has moved away from primary producers.
Not suggesting NTU cannot be successful, off a low cost base, simply that the margins toyed with here simply look ridiculous against market projections.