GREY:ABGPF - Post by User
Post by
1986FISHon Mar 21, 2016 5:35pm
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Post# 24685380
seems like this screams alp.v!
seems like this screams alp.v!
best couple sentences from that article: In short, shipping will destroy profit margins for companies that are forced to do so. This is good news for some companies and bad news for others regardless of what the aggregate supply picture looks like. Companies with graphite deposits that are remotely located are going to face margin pressures. Companies that have deposits located near competitors' deposits could also be at a disadvantage since the greater local supply could push prices lower as long-range shipping isn't necessarily viable. On the other hand, companies with no local competition that are located near commerce/industry centers are going to have pricing power and limited shipping expenses, meaning that they will be better positioned to succeed.