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How does MS come up with a Cu price around $3 despite forecasting a sustained supply deficit?

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good question indeed

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Are you following the graphite mining industry as well? I would love to hear your opinion on this sector. I have a good portion of my portfolio in NOU.V I really like this company and how they approach their project. But I might be biased because it is a Quebec company. I would really like to have your take on this company

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I do, but that's for another post! I like that position as well!

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