Fundamental analysis by بورسی های گیلان about Stock فاسمین on 6/9/2024

Look at the market #on The price on the London Metal Exchange was traded at an average of $ 2,775 per tonne. ار Some miners have started selling zinc concentrate to send to China in early 2025, but businessmen are a little hesitant because there are many ambiguities in the market. It is rumored that a mine in Africa is holding a bid for its concentrate, which will be delivered in the fourth quarter of this year and the first quarter of 2025. اید Due to the high price of the London Metal Exchange and the low cost of treatment - the costs of miners to convert concentrates into a refurbished metal into melted factories - are currently a significant profit. From a mining point of view, it can now be a good choice for them to guarantee future supply contracts when the cash market is completely in favor of the mining sector. The evaluations of the cost of the concentrate TC are $ 15-40 per tonne, which is reduced from $ 30-50 per tonne and is the lowest level in nearly six years. "We are conservative, because the direction of the market may change dramatically, and no one can predict [what happened]," he said. There appears to be specific factors that can reduce the pressure of raw material supply restrictions and push TCs upwards in the future, but supply shortages are expected to continue in the short term. These include increasing concentrate production, especially if the Ozenoye mine in Russia - one of the largest mines in the world - is reopened, or if melting mills reduce or start to reduce. #Fassemin #Process #Carpent #Photosa #Fagger #Alchemy #Fazrin