RE:Totally baffled 1. China not stockpiling as they were a short time ago.
2. Peru is a geopolitical risk. Will they do a 'Panama'?
3. Stock price is catching up to the drop in copper price and now I have been to align itself with where it should be i.e. aligned with that copper price.
4. EV's and electrification in general, not going to happen at the pace that we thought. Will be much much slower.
IMO