Thanks AJ
However I tend to disagree with your assessment of there being no catalyst to reinvigorate the POZ. I believe we are starting to see the beginings of a genuine tightening in the concentrate market which is evidenced by the lowering of TC's by several smelters. This will only intensify as we move into H1 2016.
The refined market will respond to the concentrate shortage soon enough. Motor vehicle sales alone world wide will see to that and not to mention the massive silk rd infrastructure-spending to kick off early 2016.
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