GREY:FTPLF - Post by User
Post by
fundamPhilon Nov 13, 2010 11:06am
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Post# 17702034
Conservative assumptions are better
Conservative assumptions are betterUsually, high price for a commodity trigger more expansion of production. Chad said during the CC that others dissolving pul producers were looking for ways to expand their production. At some point in time, the new supply will drive the price lower. So, I think it's better to use conservative price for dissolving pulp.