Agree on balance I think they should make the investment either way. If they did end up with Dunsandel, there may be some redundancy, but if they are serious about growth, in USA, SEA etc. then eventually all of this capacity would be needed. And in the short term they may be able to find other customers for it.
A2M Price at posting:
$5.61 Sentiment: Hold Disclosure: Held
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