RE:RE:newer video CruxThe way Mark has tried really hard to not name the strayegic that withdrew leads e to believe it was Tsingshan. This interview Mark indicated something blew up with the strategic. However, its confusing how the PP came out basically the day of the nickel issue on the LME.
Still not clear, but i did appreciate the interview and the Noble shares were addressed which I also have felt was the culprit. Had I understood better that the CNC shares were a "dividend" then it would make sense its basically free money for noble shareholders and therefore was little floor for CNC shares. They cn b horted an thn replaced once the dividend is distributed.
My opinion is we are at or very near a bottom.
JMO
RD