RE:from seeking alpha - Wall Street BreakfastThanks for the article. Here's my two cents. While input costs for Neo Performance might rise, Neo still has relatively little competition for what it produces. In addition, there is growing demand for what it produces, so it should be able to pass on any increase in input costs. Lastly, secular and cyclical tailwinds still favour Neo Performance as GDP growth will continue to climb as we exit the pandemic, and clean tech industries are using more of what Neo Materials supplies. I've recently added to my Neo Performance position in the mid $15 range, which I thought presented an attractive price in the aftermath of the $15.75 secondary offering. GLTA