It all depends on how quickly the government readjusts prices. With crude off 20% since the end of April, if it doesn't recover quickly the government could very quickly lower the retail price below what LPIH thought was a good buy. The fact that they loaded up on inventory is exactly why I think they could get stuck with higher priced inventory. I'm not saying I'm ready to sell my position, just that I expect a negative impact to some degree.
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