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The Panamanian situation has certainly hit First Quantum hard ($28 to 9.7) but doesn't seem to have influenced the POC.


The slow restocking in China is probably holding the price down. I'd like to see it get above $4.00 and stay there for a while (currently $3.77).

If the price falls lower I'll use it to increase holdings in my copper miners as I've sold some to grab some profit from the prior price rally.


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