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Thursday, June 25, 2015 10:42:35 PM
Also discussed at length was CBMM's expansion. I am satisfied that capacity increases do not equal production increases. CBMM wants the industry to have what they need and accommodate the smaller players. Mark thinks they want need meet the goal of providing needed supply to continue the secure growth in it's useage. I buy it.
I also told him (since I'm a numbers nut) more data is needed before I get bullish. He said it's coming. I think it is.
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