That is utter nonsense.
One cargo couldn't be representative of the whole (ie what is to come).
The purpose of a BFS/DFS is to provide a framework from which forward cashflows can be derived.
Without it you are flying (investing) blind.
That is gambling.
Not investing.
Sure it MAY work in your favour. But you don't know which way the odds favour because you (and everybody else) has limited info.
copper price, page-24
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