Do you have access to the broker research on TGR?
You might be right on price falling, who knows what can happen when the punters get skittish. But the pricing news is a bit dated now. THe global price is the same now as it was 6 months ago, which explains the underperformance of TGR against the market. HUO have their own mistakes to put the mayo on this pricing problem and deserve a bigger de rate imo.
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