Yeah I would say that's a fair assessment.
There's such a range of different Synlait scenarios that could swing this 30% in either direction IMO. But the likelier outcomes are probably more neutral i.e. spending capital but getting more supply autonomy and security (hopefully).
However lots of new non China revenue sources that could potentially help push growth up to double digits.
10%+ growth and 15%+ margins would I think k push this back over $8
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Yeah I would say that's a fair assessment.There's such a range...
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