Energy crisis in China resulting in less Aluminium production, meaning a supply glut of bauxite and now we have the below which is further restricting aluminium production, meaning bauxite stockpiles growing further ...
https://www.news.com.au/finance/business/manufacturing/global-car-industry-to-grind-to-a-halt-within-weeks-amid-catastrophic-chinese-magnesium-shortage/news-story/95391646713f4b2f6246b7664881c304
No major developments soon we'll see this one hit 5c again, maybe much lower. Short term very risky hold, however I'm still very bullish long term.
61 Days Until The AGM, page-46
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