jg
I hope they are right. Just that when I look at the LME vol, LME price and any of the Ni stock the supply/demand relationship doesn't hold until you start to factor in expectation (on the way up, at the top and on the way down). I think this is why we have had such a dramatic drop, every body thought that the vol would decrease so held onto stock and when it took off again in March/april sentiment changed every since then the PON has fallen even thou stock has too. It has been a bit of a catch up (or down).
igo, page-7
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