I'm pretty convinced that PTQ fundamentals have improved now and over the next three months that should start hitting the bottomline.
I have taken a solid position in PTQ (for me but I don't have much in PM because I don't want to underestimate the world's bankers from being able to get the can down the road with the help of the western governments). If inflation shows up I would take a much stronger position.
Of course if PTQ does not manage to sign the financing they have been pursuing or are forced to hedge production in order to get it, my solid position could be screwed for some time.
JFF7
It's better to be out wishing you were in than in wishing you were out.
"Markets can remain irrational longer than you can remain solvent". - John Maynard Keynes
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