Ann: Demerger Conditions and Timetable, page-9

  1. 16,717 Posts.
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    I agree with all you say with one caveat. Argonout and all brokers have a vested interest and it doesn't align exactly with ours. For instance their call on the demand for Cu is higher than that the Chinese Cu smelters are saying (though the same direction) and I think the latter are more likely to be providing the truth due to the vested interest issue.
 
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