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I would be surprised if contract amounts are sizeable or on multiple year terms. Just doesn't seem like EXR has any dominant pricing power. Maybe when demand grows on it from many big potential clients, that may change. To be honest, I'm half-hoping for the outside chance that a very big player makes an generous offer for EXR
They have been silent on so many things, so it would be good to get a keen sense of where they have come out on costs and on converting interests and initiatives ( like with BASF) into hard contracts on attractive terms