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redwood
3mo ago
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It only depends on whether they get addicted to the high prices.. as long as they can withstand a collapse in the prices then you're right they have minimal risk
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yifanl
3mo ago
Assuming they haven't massively changed operations to crank up supply, which seems to be the case, they shouldn't be massively hurt with a price drop.
If this price goes on for a longer period though, I assume that won't be the case.
redwood
OP
3mo ago
Well an example would be if they for example took out massive debts on the back of an expected Revenue stream
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