Actually IB, HC said,"It's so insignificant it's irrelevant." It's a difference with a distinction.
I think that LCY doesn't have a competitive advantage. It works with Iron ore, metal and gold. It needs to compete with all the other companies in that field.
We, on the other hand, are significantly relevant. They obviously need our tech, and they can't get it anywhere else!
Right time, right place, right tech, page-41
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