It certainly looks like some hidden stocks are entering the warehouses. It has always been a concern of mine, regardless of the sceptics, it is out there, i don't think it will change the long term fundamentals of zinc but it sure can play havoc with things in the short to medium term.
A few big injections of zinc into the LME can sap confidence.
I still think IBG will do ok and will continue to hold, I just wish we knew how much zinc was really out there.
hidden stocks, page-47
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