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redwood
6mo 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
6mo ago
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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
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6mo 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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