So does this explain the recent popularity of MCR and PAN. If so we are both too slow!
I am really being quite cautious on pon, it might have bottomed, I certainly hope so, but I see several years before we see sufficient market expansion to get really good prices. There is too much mothballed stuff sitting around that will come back on at 6 to 7 USD/lb imho, plus the odd new project like MBN's.
Director selldown has me a bit spooked wrt WSA, will be sticking to IGO for now, but really prefer copper for new buying atm.
EL
WSA Price at posting:
$3.77 Sentiment: None Disclosure: Held
