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Non-Tech : ZOLT
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To: logjamm who wrote (782)7/22/1998 7:10:00 PM
From: Dave Mansfield  Read Replies (1) of 970
 
Logjamm,

That's the $64,000 question. Some time ago on this board or another (I forget) I mentioned that managing explosive growth can be difficult. There can be times along the process where demand outstrips supply or supply gets ahead of demand. I fear we are currently looking at a time where the supply is getting ahead of demand. I wouldn't be surprised to see a slow down in expansion if the demand doesn't catch up. One very important aspect to that increase in demand is $5.00 per pound CF. How close are we to that? I have no idea. And unfortunately, Zolt has not been overly forthcoming with information on this topic. I hope they're getting closer. If not, I see a tough ride ahead of us.

The next 24 months will answer a lot of these questions.

Dave
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