"Dy portion LYC's SEG product should satisfy ROW demand for another few years at least."
You mean exactly as per my post a few up with the above line in it?
Totally agree, what happens when ROW demand is x3?
Hence the time-frames I'm using and quite aggressive Dy deletion targets being assumed, and of course bearing in mind I haven't bought a single share in this and don't intend to unless something changes dramatically.
I don't believe the lows are in on this yet, most likely scenario at this point as I've suggested is calling in administrators within 2 months.
"Dy portion LYC's SEG product should satisfy ROW demand for...
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