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The problem is that commissioning was 7 weeks late or so, meaning commercial production will not really begin till Sept. The market is just factoring in reduction is next year's earnings imo. Plus prices always undershoot and overshoot. But in the end the sellers finish and there is no evidence of institutional selling. Runcorn already have customers for display who will be switching to Dow. This has been made clear. The company and the industry are growing. Apart from Samsung there are no cadmium free commercial producers apart from Nanoco. It's an unpleasant price movement but on good news the share can move rapidly imo.
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