Woe is the day in March 2011Jeff Curry called the end of the market, and my share values went down, for 9 years and 11 months. Now he says we are just getting started. 5 dollars copper.
Wow. It is such a wierd market. Scary. Having said that someone make an argument that TKO is in bubble territory.
In 2011 we were 5 dollars, NP was a huge thing but we had none of the billion needed to build it. Florence is really twice as good as NP since it puts us in the bottom of the cost structure.
One thing is for certain the lessons learned 10 years ago are being put to good use.