RE:don't get the investment thesis here, given vlad/payla will not dilute - flips the 5th decimal... five buks -4- chcukj !
let the othet Vlad/Ru handel that - he has 700,000 tons that hav been sanctioned off the LME about 3 weeks ago... 90% of their trade is settled in barney Rubels or Yuan; the chicoms have a very large area to buy and stock pile Cu++ -4- their mills... --> the chicoms stopped buying american scrap copper over 30 months ago.. closed their buyer offices in Los Angles and Wash St about 30 months ago.. --> shang wants the LME metals... !!!
that Cu++ will divert into the hang-seng... the mines N the money will simply let their london contracts expire - stockpile either their ore or bigger mak sceduled for a processor..
NCI is currently freight on dek to the pak rim... ??? see if one of the gurus here can find that item w KiWi.. it may B 100% ?? ahw - those delivery contracts are not written in stupid.. and shoud reset when the 5 dinero 120d MAvg is approached