I’m really looking forward to this heart pumping “off-take agreement (s) and the pricing terms contained...Europeans better to deal with than the manipulative commodity traders in the Chinese...sorry to generalise but they are shrewd players on the global stage....so first up “tick” to Mgmt regarding the choice of partners to do business with.
Now with that said this whole margin game/pricing debate I’ll leave to Vision (Jb)...but me thinks there are many variables:..luv how mgmt have nearly tripled the volume although..hmmmm
WFE Price at posting:
2.4¢ Sentiment: Buy Disclosure: Held