What is determining the price for AWC?

Hi all,

AWC SP has been sliding steadily since early May along with the price of Aluminum. (The cause of which is oversupply due to exports by China).

I'm interested to know the factors affecting AWC revenues...

For example, The AUD$ exchange rate playes a role, with AWC benefiting from a falling AUD. The AUD has fallen sharply over the course of the week.... but so has AWC SP.

The Aluminum price is an obvious one. The Aluminum price has staged a recovery over the past 4-5 sessions and is now sitting about 7% from its lows and is being traded at the highest point over the past 5 weeks.... AWC SP has crashed over the past 4-5 sessions from around $1.33 to $1.21 (it has reached a 52 week low today).

AA (Alocoa) future earning... AA has just announced plans to spend $60 millions and enter the advanced  3D printing area. The market liked this news, with AA closing 2.7% higher. (AWC drives its revenue from AA). Somehow, AA SP is down today.

Aluminum consumption outlook is expected to improve (www.thestreet.com), and several competitor (global and within China) have tarted to shut down high cost production.

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Shorting???

What other factors are at play here?