I applaud your responses Maria - you need to remember that you are responding to someone who has made up their mind and then goes looking for evidence to justify their conclusion. History can repeat but rarely is it exact - in this case I have the view that mgt have learnt and adjusted to avoid the GS result - I also believe that they will learn and adjust from this recent turn of events.
The key difference as you have noted is the premium nature of the product unlike wood chip, the economies of scale the size of the market worldwide and the strong demand.
June 7 is not far away
IMO and DYOR
QIN Price at posting:
29.5¢ Sentiment: Buy Disclosure: Held