Ann: Appendix 3B, page-23

Good luck with that bouncing.
Unfortunately NTU will not be the sole producer of Dy. Regardless, it is a mute point because NTU will be supplying China anyway. You should view NTU as a Chinese company in this regard.

The RE industry/China has come along way since the 2010/11 RE price bubble. The outcome is a much more mature industry. If your hoping for a similar event to occur again, your going to be dissapointed IMO.

Dy is in oversupply with little demand. That is a fact. Appears this will continue for the foreseeable future.