The Copper circuit issue has taken longer than I and mkt expected. Timok is being ignored, one if not the most profitable mines in the world when it goes on line.
I have been buying in 2.30s and 2.40s
GAP in 2.80s and 2.90s is huge, its been two weeks now, expect the gap to be filled in next month.
Can the copper circuit news get worse? Very likely it will get better.
Cheers
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