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Re KDR Trades, page-26

  1. AverageJoe
    42,078 Posts.
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    13/02/19
    12:21
    Post #: 37422301
    Shorters are just the symptom of a bearish sector, not the cause.

    Across the board selling from Spec to producers regardless of heavy rains in S America indicating production of brine could be down. I suspect this is demand contraction driven or maybe over supply in the short term or a response to the macros of Chinese economy and policy changes.
    KDR Price at posting: $1.38 Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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