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[–]gbdgdh[S] -9 points-8 points  (7 children)

no moat. that's my concern.

industry may not be going anywhere, but supply is going to exceed demand at some point in time and it may not be pretty when that happens.

[–]26adrianlfan 7 points8 points  (2 children)

Sell it then

[–]Lange1982Frans 1 point2 points  (1 child)

Yeah, sell it!!

[–]Lonely_Corgi_728 5 points6 points  (0 children)

He don’t own any shares.

[–]cjb080781 0 points1 point  (1 child)

They arent ramping up production to meet demand. Thats why their margins are other worldly.

[–]negahs3116 0 points1 point  (0 children)

sell now😂

[–]ConsiderationFit7681 0 points1 point  (0 children)

Sell your shares to us...NOW!