You don't seem to understand what im saying, i don't deny that stocks are falling, what i am saying is there will be a load of zinc out there that is going to make its way into the LME as the price recovers.
The fall in stocks probably wont be as fast as a lot of people think. I am speaking from my experience of past events and that's what i expect to happen this time as well.
The Chinese have an uncanny knack of bring supply on stream from nowhere and real quick when the price starts to rise.
I will repeat what i said before, i like the zinc story but i amm expecting a long road ahead.
Is it different this time ? who knows but I am expecting a repeat of the past.
31.12.15 - sp 2 years from today?, page-15
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