im optimistic too when we run at nameplate capacity and have customers for it all. Amanda indicated the customers were in a spread of industries requiring RE, not specifically targeting EVs or wind turbine manufacturing. Im comfortable this will be a transition year. Probably a concern may come up with the Sulphuric acid supply for the Kal plant. It does seem we are going to fluctuate in the $5 area for some time though regardless of the shorters IMO.
LYC Price at posting:
$5.71 Sentiment: Hold Disclosure: Held
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