Sigh - what pure unadulterated BS and some NCZ fan fiction from you. Now for some facts.
All the way through the 2H of last year the starting in the June quarterly they said TCs were peaking:
https://www.newcenturyresources.com/wp-content/uploads/2019/09/NCZ-June-2019-Quarterly-Activities-and-Cashflow-Report.pdf (1st page)
https://www.newcenturyresources.com/wp-content/uploads/2019/08/Diggers-Dealers-Mining-Forum-Presentation-August-2019.pdf
All the way through their presentations in Oct last year:
https://www.newcenturyresources.com/wp-content/uploads/2020/04/NCZ-2019-Annual-General-Meeting-Presentation-to-Shareholders.pdf (pg 9)
Whereas the reality in the Zinc TC market I highlighted was that they were increasing further:
https://hotcopper.com.au/posts/40285183/single (Sept)
https://hotcopper.com.au/posts/41111766/single (Oct)
Now my post you keep harping on about is here In March (where I also said they wouldn’t last 4 months without another CR which was right):
https://hotcopper.com.au/threads/fundamentals.5226745/page-2#post-43265267
And once the demand/supply situation became clearer I changed my position on TCs the following month:
https://hotcopper.com.au/posts/44348541/single
It took 4-5 months for NCZ to admit zinc TCs weren’t peaking (their Dec’19 results preso didn’t discuss peaking and had TCs over 300) whereas I admitted it the next month. So yes I have been more accurate than NCZ on zinc TCs over the last 2 years by a country mile.