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Re: joe_techi post# 553

Friday, 11/30/2018 1:57:41 PM

Friday, November 30, 2018 1:57:41 PM

Post# of 1533
maybe the question is how fast do we expect this to take off?

So that's the how longs a piece of string questions?

As I already pointed out 2019-2020 is my best guess of when it will start to move.

Should really move in December imo as the underlying fundamentals are in place for the move.

However it's the institutional money that will make the needle move exponentially. WATCH FOR THAT

You will be aware of Funds that were set up by big players to buy up spot an indication of interest started.

232 will be a catalyst

43-101 another

Coex spin out fab opportunity

Long term contracts will be another catalyst

But it that institutional money I'm watching for.

Consequently the ride up will be stronger for longer this time and $200 - $270 spot on the horizon.

Last time spot went about 9 low to 140 ish about 15 times

Spot low this time about 18 so do the math

Jmo.

Enjoy the opportunity you are ahead of the taxi drivers

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