Yup, I don't pretend I'm thinking any different than that - it didn't help I just watched, quite by chance, that Chanos interview.
I have a 1/3 position but would go to full position if I can deal with by fears.
March numbers were up still [1] this was interesting quote from the piece that supply / demand was out of sync.
"Last year, some developers were skeptical about the price increases and cut back on construction starts until the fourth quarter, so there's no supply in the market," he said. "Whatever the developers are putting out, people are grabbing."
I've emailed IR about how much relies on new construction, uplisting and the bid ask spread and see what happens... I'll phone them tomorrow if no reply.
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