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  1. dyeman
    4,200 Posts.
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    22/09/16
    22:22
    Post #: 19361702
    To be fair, Audax's spreadsheet does include details of revisions, and this is reflected in downward adjustment to prior month (and quarter) shipments. The big unknown is whether the customs data is for product that has already been produced, or for orders that have been made, or somewhere in between.
    ORE Price at posting: $3.64 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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