ORN at R0.28 is pricing in a lot of pessimism on the base metals cycle. Copper and zinc plays globally are…by @jse_tttrading on $ORN

ORN at R0.28 is pricing in a lot of pessimism on the base metals cycle. Copper and zinc plays globally are getting hammered on recession fears but the long-term view hasn't changed, inflation still elevated and supply deficits real. If they can keep drilling and hit something material before capex blows out it's a different story.