As for the spec market being quiet, I agree.
I'm still expecting lithium and cobalt prices to rise through to the end of the year. Nickel probably has the most chance to run. I can see why GTT vended a nickel play into TTW.
Uranium has the potential to bring all the punters back in a big way if things really heat up.
As for commodities in general I'm fairly bullish.
As for the spec market being quiet, I agree. I'm still expecting...
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