Eyeover
I think one of the big problems facing FWL is timing. Chinese demand may decline a little, but it is going to carry on 50 years plus. But think about the additional supply that is coming out of Western Oz from 3 years out! I think FWL have missed the boat. Who would risk a billion dollars on FWL? It seems that demand for MPI is erratic, and the Russians and others will dump, when demand is there!
Does anyone know how smart these FWL people are?
EyeoverI think one of the big problems facing FWL is timing....
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