Nice one Tokyo. I'm out of BND for now. Remember there's a contingent liability of $50m on their balance sheet for take or pay at the coal terminal (see notes to accounts in annual report).
I'm reading some pretty negative analysis on commods from Goldman Sachs this morning.
Note to self: don't get carried away by the spec recovery. Keep mainly in cash.
daytrading july 25 morning, page-58
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