RE:RE:RE:RE:Share Price ManipulationSome potential inconsistencies in your list:
(1) Lower fuel costs with oil price up?
(2) Lower TCs -AND- reduced smelter capacity?
(3) Net debt reduction -AND- debt funding for RP2?
Not that your perfect storm is impossible, but some of these items aren't likely to coincide.
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valueu1 wrote: my points/ facts for a perfect storm:
a.) higher delivery in Q IV
b.) Prices Zn steady > 1,5 ; Pb and Ag stable - high margins
c.) lower fuel cost (P/ RP) and shipping cost (Baltic Dry Index)
d.) low TC´s
e.) further net debt reduction
f.) RS - Instis may jump in
g.) tight Zn market (LSE/ Shanghai); reduction in mine and smelter capacity
My expectations: Dept funding for RP 2 in Q I 2022, ROL progress in Q IV. 2021
h.) after covid winter in the north very strong metal demand (steel, Zn) from Q I / II 2022 for new cars, infrastructure, machinery etc. and very low inventuries