re: How Low Could Asik Go?

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I"m talking months ago, not weeks ago.

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Man that seems like a long time ago

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you were the most ardent of supporters of the $8-10 today is the new $12-13 now if I remember correctly.

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$8 million plus 40% = $11.2 million. I do think $10-$12 was many people's earlier expectations, I just didn't recall many saying $13. And I've been talking about the supply gut just as long as the cap inflation with regards to Asik so I always expected closer to $10 than $12.