ILZSG has revised their 2019 ~70kt surplus to a 50kt deficit. Two major mines have shut down this year. The deficit is going to increase along with the price. G1A has the highest purity product in the World and is close to full derisking in terms of capital requirements. No better place to park money for commodity exposure imo
G1A Price at posting:
33.0¢ Sentiment: Buy Disclosure: Held
(20min delay)