I can not even more agree to your statement zman after seeing the MAK presentation stating 1 Billion ton on the slide for BON.
THats why I think 1:10 is way toooooooooooooooo cheappppppp
1:4 considering MAK market at the moment should be a fair amount
Very confusing though. By looking at our price at the moment, it looks like the moving is driven by MAK :(
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