Last quarter was due to resin replacement, although it did take longer to do that
This quarter will be a ripper.
I still say the debt rollover wont be a massive issue... And its the end of next year... who knows what before then
Regarding Term supply contracts... I believe... may well be wrong, that the last term contract expired a few months ago... and they haven't taken any new ones at the crappy 28 bucks a pound
Every dollar in the spot price increase is another 5.5 million in our bank... and I think once it hits a certain point they will lock in long term supply contracts
Last quarter was due to resin replacement, although it did take...
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