Thanks for the link. The article does not mention upward revisions for grain based. But, neither does it mention that grain based has not been revise – perhaps omission on part of journalist? Fuel costs are inflated for all ENA manufacturers, so it would be unfair if not re ised. Perhaps, some knowledgeable person on forum could illuminate?
DISCLOSURE – Invested and underwater. I had hoped to average down after Q2. But decided to wait a bit longer, Perhaps after Q3 concall.
I am a bit of a DUNCE actually, so no revo, DO your DD.
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