While the yawn was too much I agree with the rest of your points. Hot Copper does often tend towards hyper-bullishness and aggro against anything that isn't 100% blue sky thinking. Just today it was also 'those who believe Cobalt above $40 is not a good thing in the long run for cobalt prices may be lying about their portfolio positions'. And I'm 38.5% invested in ARL.
(Granted I forgot for a moment that we could bring future demand forward by making all sorts of agreements, but my point stands.)
While the yawn was too much I agree with the rest of your...
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