Great post mate.
I appreciate the honesty on these threads over the last few days instead of the ramping & hype.
I got a few questions.
1. If 1 of these LMax plants is able to produce 1/3 of North America's sodium silicate, who is going to buy all this excess volume?
2. Isn't it going to suppress the price of sodium silicate & drive LPD profits down?
3. So if 1 plant makes 1/3 of North America's sodium silicate & if LPD builds multiple LMax plants over the next few years, that means LPD will produce over 100% of North America's demand.
4. You don't see an issue with LPD's business model?
5. What happens if you can't sell all this sodium silicate?
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