My thoughts are that David Flanagan has not let me ( us ) down yet nor does he look like doing so.
As this is a long term buy for me I see nothing but positives out of for starters the extra tonnage out of the port.
With a big spike in expected IO prices we are at the front of actual producers getting their product to market & being able to do so.
Supply will eventually come closer to meeting demand in 5 plus years in my mind so now is the time to be making hay !!
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