From yesterday's Macquarie commodities report, "...The key indicators to watch are concentrate
imports, spot TCRCs into China,..."
Other reports I've posted links to this past week are suggesting China smelters starting to offer general discounts to TC/RCs. Keep an eye out...if true this would indicate that the supply story is quite different from the price story and we should therefore see a positive correction well before AVB start rolling out product next March-June.
- Forums
- ASX - By Stock
- AVB
- Ann: Construction and Production Teams Strengthened
Ann: Construction and Production Teams Strengthened, page-79
-
- There are more pages in this discussion • 21 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)