Post by
nofluff on Feb 04, 2021 6:03pm
bottom line
Either the world is short copper or not. That is the big decider.
My guess is we r short. But I been doin that guess for 2 decades:)))
nf
Comment by
nofluff on Feb 04, 2021 6:29pm
Either tko is hi profit at 3.50 copper or it is not. nf
Comment by
nofluff on Feb 04, 2021 6:30pm
Either flor is a big deal or not. nf
Comment by
nofluff on Feb 04, 2021 6:31pm
either np and ymi r in play or not. nf
Comment by
nofluff on Feb 04, 2021 6:33pm
either ally and harmony gave value or not. nf
Comment by
dcjones4396 on Feb 04, 2021 7:11pm
I wish it were that easy but I still see it a bit differently. Were they profitable in Q4 with $3.30 copper? Are they going to be profitable in Q1 with $3.50 copper? The answer will probably be not nearly enough, compared to their peers and overall what they should be. That's likely going to hurt substantially. What the share price fluctuates from now until H2? That's my question.
Comment by
nofluff on Feb 04, 2021 7:31pm
4 sure dc. short term thinkers will sell. nf