Don't blame the presentation. The drop is due to more supply coming online. News yesterday (the presentation is coincidence)
"Hydro said it had agreed with the Brazilian government for a third party to conduct a technical assessment on two clearances that, if confirmed, could lead to a full ramp-up in output at its Alunorte refinery." https://finance.nine.com.au/2019/03/28/07/41/aluminium-at-one-week-high-as-stocks-fall
AWC Price at posting:
$2.44 Sentiment: Buy Disclosure: Held