I don't think we should take any comfort from their bad luck.
As far as prices for our product - it was always going to be good for the first 5 years or even ten, regardless of AVZ coming online. There just simply isn't enough spod in the world for the next ten to 15 years demand. IMO.
I truly feel sad for AVZ shareholders. And I would not wish their plight on any shareholder. Hopefully there will be some who bought AVZ a lot cheaper.
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