AZS 2.27% 32.3¢ azure minerals limited

https://www.scmp.com/economy/china-economy/article/2175987/trump-...

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    https://www.scmp.com/economy/china-economy/article/2175987/trump-and-xi-agree-trade-war-truce-and-no-extra-tariffs


    All the down in the dumps commentary about the outlook for zinc being savaged by the trade war is looking a bit overdone.


    And as we know, the LT outlook for zinc is an important part of the viability of Oposura.  (not spot prices, mind!)


    As I have previously signalled to @Mossberg, I believed Trump would nail a deal with the Chinese soon. Both sides absolutely need it. So it has to happen and it is happening. 

    PS  Sorry soothsayer, but I'm busy and simply can't be bothered with your ramblings right now. I'm quietly chuffed that I made a correct call on this difficult macro issue. Particularly given that it's Mossberg who claims to understand the Chinese so well.


    Last edited by dolcevita: 02/12/18
 
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