Today's action has seen me out, but what a great performance through July. Hard not to feel that there could be quite a bit more steam left in this current action. Will be interesting to see whether the company can start to break away from it's correlation with the aluminium spot price and move more towards an earning based valuation. The potential disparity that may be created between these two valuation bases could possibly create a good trading opportunity... fingers crossed my buy gets hit and I get to rejoin you all
