The us good news that the quarterly contracts with poor pricing for the fines have been extinguished. The new contracts being set will be for much better prices I believe. Like the guidance says, $500 to $580 US.
also, maybe QTR 2 will have more flake in the product mix. And flake gets anywhere from US$800 to US$1700.
Still, I can believe at this low price that someone hasn't run the ruler over it - to take it over.
Ann: Q1 2019 Interim Update, page-45
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