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United Super Exits Substantial Holder Position in Orora
In Case You Missed It – BC Extra Upgrades & Downgrades – 17-04-26
Perpetual Exits Substantial Holder Position in Orora
The Hormuz crisis reshapes the pricing logic of metals! Stagflation clouds weigh on copper prices, while the aluminum market experiences supply panic.
In this round of geopolitical conflicts in the Middle East, the smelting and logistics chains in the region have been directly impacted. The Middle East accounts for approximately 10% of global primary aluminum production.
Positive Report for Orora (ORRAF) From Ord Minnett
Orora's Challenges May Extend Beyond Any Middle East Conflict Resolution -- Market Talk