Dear P'Rattapol,
I'm not quite sure the whole negotiation arena go from our side and customer side.
My comment is;
1. By the contract we haven't review price in 2014 so we loss this opportunity, just to keep in hand for negotiation.
2. The concern for new index, I did 2 simulation one keep all indexes and price as original contract (Case 1) and keep only price and HSD as original one (Case 2).
If indexes are as of today, next year we will get impact on price reduction in case 2 more than we case 1.
So, in my summary,
If customer need more price reduction, please have to talk on 2014 loss opportunity as well.
But if customer need to keep index in original, please keep all to avoid base changing that we can not predict the ratio.
Dear P'Rattapol,I'm not quite sure the whole negotiation arena go from our side and customer side.My comment is;1. By the contract we haven't review price in 2014 so we loss this opportunity, just to keep in hand for negotiation.2. The concern for new index, I did 2 simulation one keep all indexes and price as original contract (Case 1) and keep only price and HSD as original one (Case 2).If indexes are as of today, next year we will get impact on price reduction in case 2 more than we case 1.So, in my summary,If customer need more price reduction, please have to talk on 2014 loss opportunity as well.But if customer need to keep index in original, please keep all to avoid base changing that we can not predict the ratio.
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