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That’s just not true, but it’s your inability to objectively...

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21twenty

48 Posts.

11

16/06/20

22:21

Post #: 45262328
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Originally posted by Vector: ↑

Well actually yes, my TC calls have been much more accurate than the forecasts put out by the company over the past 2 years.
The most recent one, when CV started taking hold in Sth America and China recovered changed my view of short term supply and demand. This is unlike the info put out by the company for most of the 2H last year which regularly talked about peaking inspite of the supply/demand reality and TCs when they were going up.

As an aside, I think zinc TCs are unlikely to go much lower than current levels (i.e more than 20% lower) and if anything may start rising as a result of Sth American mines starting back up and Chinese smelting economics being less attractive vs earlier in the year (lower TCs, lower zinc prices, and low sulphuric acid prices)

Nah having too much fun champ - glad to be back.

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That’s just not true, but it’s your inability to objectively assess your own predictions that make your posts so entertaining.

We’re all just sitting back watching you criticize the co for saying TCs were peaking when they were at their peak. It’s hard to find the words to respond to that...

NCZ Price at posting: 15.5¢ Sentiment: None Disclosure: Held
6 Upvote

1 Great analysis

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