@Finsee_main Agree overall. One tendency I am seeing that worries me is that inventories are falling more rapidly than debt (which is expectable due to current margins)m, and at some point there will be no more rope for that...
@StockpickingA@GGquests I thought the same, it was kind of weird. I don't know if it could've been related to some stock options payments before the quarterly release. We will figure out today I guess...
@DaveAudet The erosion project is going backwards... not good. Really not impressed by management in the last couple of quarters, but still holding as the asset is really great.