I think you have to think long term and short term.In the short...

I think you have to think long term and short term.
In the short term you are concerned about immediate sales price and early cash flows and in particular the need for any further cap raises.
Supply driven demand, disruption of Mannheim production etc is further down the track.
Don't confuse short term Fx concerns with the bigger picture but it is worth remembering that those companies that have used higher SOP prices and lower Fx are the companies most likely to disappoint in the future despite being more attractive to investors now.
There are companies potentially producing 25-50% of other companies yet claiming to have the same or higher EBITDA and far higher NPV's, with similar costs. If it looks too good to be true it usually is.