2/ the china spot price chart that you are undoubtedly referring to represents stuff-all of the market volume
3/ how easy do you think it is for our friendly "customers" in the "east", if they were so inclined, to de-stock inventory to temporarily reduce demand in the spot market, and therefore smash the spot price? Do you think this might benefit any of them if they are looking to JV/acquire upstream players, considering that the world seems to be nonsensically obsessed with this spot pricing and throw their toys (read: shares in companies that don't/hardly sell any material into the spot market) when it drops..? DYOR
4/ can you tell us what AKE's current contract pricing and forward guidance is?
You seem to have a very simplistic analysis and assessment methodology. Good luck with that.
AGY Price at posting:
41.0¢ Sentiment: Buy Disclosure: Held
