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My concern which has been mentioned before is spod prices, if we...

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    My concern which has been mentioned before is spod prices, if we halve again then what? We saw IO back in the day go to $240 then back to $40 I think. It is possible the rush to the market invaribly leads to more and mroe supply coming online. I know longer term trajections though suggest the sheer required amount means it may always be in relatove shortage but we need to see how this plays out as no matter how good you are this will impact the profitability and value of the company.
 
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