I am reluctant to revel in the troubles of others, yet there are...

I am reluctant to revel in the troubles of others, yet there are an astonishing number of things going wrong for Toronto-listed DRCongo copper/cobalt miner Katanga, majority owned by Glencore.

And this is a Bloomberg article, not some scandal sheet:

https://www.bloombergquint.com/mark...cobalt-miner-gets-bogged-down-deeper-in-congo

I cannot presume Katanga's troubles are the cause of FCC:AX's 7.5% rise today to 85c versus a weakening in FCC:V overnight to 76c.  The $C and the $A are near enough parity to ignore FX.  The price differential is now substantial and begs to be arbitraged away by some enterprising trader.

My sentiment is hold simply on the dual-list price differential.  Very confident Trent & team can make this asset collection into a viable business.

Ash