AWC alumina limited
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Interesting article on the delta in the spot price of Al vs...

  1. gsmi086
    742 Posts.
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    12/09/12
    23:26
    Post #: 10710618
    Interesting article on the delta in the spot price of Al vs increased demand. Particularly the conclusion regarding the role of financial institutions distorting the price.. "Capital inflows driven by index investors and hedge funds in particular have distorted the supply/demand equilibrium"

    Also acknowledgement of challenges to the supply/demand fundamentals....

    http://www.ft.com/cms/s/0/04d9c3a8-f762-11e1-8c9d-00144feabdc0.html#ixzz26GF3yX8f
    AWC Price at posting: 87.5¢ Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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