I am not sure if this is crud or not - but if not it could well make a difference to fml business. If true, then demand direct from producers has just moved into a different playing field - paper is only paper, but if people are demanding the real stuff, then a 200k producer would be right up there as a target supplier imo.
It may well be that the paper market, whatever you think of it, will be the catalyst for a huge rally in physical. Like I say this might be all rubbish, but if not - well, you better fit a hat string just in case.
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