I take your point(s)
Brokers etc have an allocation to sell, so would give the best spin they can.
Tiwai is still there !! Under Contract !!!?. well, Contracts can be/and are broken.
Lab/Green rantings.... Not very helpful at all.
The Waitaki infrastructure is getting close too, or passed it's useby date.
Canals etc. leaking.
'NZ power capacity in surplus
Not really a long term hold.
BB