I found this online:
Given this information and the fact that we have only a couple of years worth of cheap spod left, I say put in C&M with immediate effect.
There is no need for us to lose money for no reason. Let the Chinese increase their losses by substitution this with higher leopodite conversion. We need to tighten the screws.
I say stay in C&M until prices for 5.3% ever reach north of $1200. If they don't, that spod will be happy to remain where it is and we will be forever grateful for how its profits paid for the construction of Oz stage 2.
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