Hi pikapika, I think the magic number is 60%. That's if you...

Hi pikapika, I think the magic number is 60%.

That's if you assume debt is provided by China. It sounds that way for now.

Happy to talk offline about my pokemon collection.

What were missing from the quarterly says a lot more than what was there.

BTW, Vale came out last night that it will shut down 35 or so mta of marginal production. I also note the Chinese are pulling out all stops to keep the spot price below $60/t. Wonder why.



Email me.