RE:Clarity on Taseko Joe. Even with the shutdowns for maintenance the projection is still $115 million pounds of copper this year. Also they are expecting a $20 million insurance payment to cover shut downs per the CC.
Bump in copper price will cover that. Plus something is cooking with NP. I am not sure I want to be caught on the sidelines when that one pops.
There will be a run up prior to Florence production kicking in. It's not like the market doesn't know Florence is coming.
you might be right about a rough H2. Might be.