Good company delivery value wrt products in its industry
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How does the pricing of its products compare wrt competition. Given they are commodities so relevance of low cost of production, and hence the query.how big is margin risk and does company suffer higher cost of production relatively to compete.
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How strong is r&d moat and tuff to replicate as pyrolysis is commonly done internationally
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How easy it is and how strong are incentives for customers to adapt to recovered carbon black compared to their systems already aligning with virgin carbon black (has higher carbon content)
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