SLP325 PlanB - Is the S2F model still on track? What about the supercycle and floor model?
Stephan Livera Podcast
00:00
The Stock to Flow Model
The idea is that the price of beco should be, we can sort of say, oscillating around a hundred k. So anothers important thing to note is that becin can really move in a short period of time. If you go for the supercycle, it could be like that, right? We could be below hundred k and an maybe half next year, go to to a million and spend and beyond, and then still hit that hundred k average. But i don't if, theoretically, that could butt. That's not what i expect.
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