Not helpful.
@Greatone (who I suspect is temporarily banned if my experience with HC admins is calibrated) is the only one who constantly refers back to the cost curve of IO and bases his analysis around that. This is the most fundamental bit of information there is in the IO market, a sensible starting point and something I have learnt from Greatone.
It's just not productive to claim analysis based around this is BS, to investors that are long or short.
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