Hi EL, not suggesting a bubble is forming just yet, but imo the disconnect is largely due to the market's perception of a return of demand for copper.
Personally not convinced of that just yet, but there is no doubt the market as a whole seems pretty happy to push poc higher atm.
As for the timing of my sell, I really had to take some off the table for personal reasons, so had been waiting patiently for a breakout day. Was starting to feel the pressure of surging poc and mkts, because as I said I really think a pullback is coming. So all in all, happy to sell before that happened! PNA SP does look likely to push higher, but still a happy and slightly relieved seller.
Good luck all!
PNA Price at posting:
$2.35 Sentiment: None Disclosure: Not Held
