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Thursday, March 16, 2017 4:22:28 PM
Of course, they do have to make delivery, though once again, unlike retail, they have more time in which to do so.
This is at odds with your final analysis. Running out of time would directly imply they will need to balance the books on their shares. So the statement is not entirely false. A classic example of a distinction without difference fallacy was committed here.
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