Another week with just small action. Most of it was on upside....

Another week with just small action. Most of it was on upside. It is becoming highly likely that this may be a bottom. Before Celebrating We should keep in mind where prices need to go. Cash flow neutral is hard because we only have past CAP X to look at. This will go down but with info we have very hard to know how much. So based on Past CAP X they probably need about 650 RMB WV / KG to be cash flow neutral. about 800 RMB to make a profit that would support LYC at $7.00 with a PE of 20. You have to have a bottom before a rise. Bottoms and tops can be very long. China is in control of prices until they announce or show a slow done in the Quota rises or a stockpiling for future i do not expect a solid rise in prices.