I am sure there would be a few companies jealous of pls profit margin (at the bottom of the cycle). From here there are only a few factors
1. Expansion - I recall a slide stating a 70% increase
2 margins which will be a factor of cost ( decreasing with scale) and price ( which will increase over time eventually)
a few bonus points like new JV, existing JV expansion, short squeeze, etc...
I am sure there would be a few companies jealous of pls profit...
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