It seems to me that the key factor in the performance of Alumina's stock is going to be whether the move to free up Alumina contract pricing is going to result in price increases for Alumina. Up to now, Alumina hasn't been able to capture costs correctly in pricing for Alumina.
If Alumina can behave the way Iron Ore did when its pricing came off long term contract pricing, the stock should do very well.
Can someone suggest reasons why Alumina pricing won't respond as favorably as iron ore pricing did?
Add to My Watchlist
What is My Watchlist?