KGL kgl resources limited

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9.5¢

Ann: Appointment of Corporate Advisors, page-27

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Spencer1234

24 Posts.

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02/06/25

20:58

Post #: 79285811
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Originally posted by entropylord: ↑

You don’t seem to see that a shift of inventory from the LME to the USA has not increased global demand, nor that once the shift has occurred the increase in competition on the LME ceases.

Mine closures are a positive, agreed.
Tariffs are a negative (except for for some in the USA). Plus if they actually cause mine openings or expansions in the USA then that is obviously a negative for the global price, just as mine closures are a positive.

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That shift in inventory tightens global supply even if demand doesn’t change, and that’s exactly why prices are and will rise. LME stocks down 45% proves the point. Tariffs push US prices up and pull in global supply, supporting higher prices which benefits exporters like KGL. New US mine supply won’t offset this anytime soon. Tight market = good for KGL.

KGL Price at posting: 8.4¢ Sentiment: Buy Disclosure: Held
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Last 9.5¢		Change -0.003(3.06%)		Mkt cap ! $65.77M

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1	58800	0.084

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