Its not about my risk I'm happy with my spread, its about fmgs of having 90% of its revenue from one source China not good business as China being run by what looks like a dictator, one bad decision on go the sanctions and 90% of fmgs revenue.
Your not the first to bring it back to my personal position, not the point!
Iron Bridge pellets next move for the IO business yes I agree however suggest they self impose discipline of Chinese customers only if can't sell the product elsewhere. Revenue diversification!
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Its not about my risk I'm happy with my spread, its about fmgs...
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