While these are undoubtedly interesting reads, it should be noted that stock to flow as a predictive model is inherently flawed in that the demand side is not taken into account. There are many who like the model though, so well worth a read. It's also led to interesting efficient market hypothesis discussions which are worth looking into, I would recommend reading some of Nic Carter's work.
Edit: 'not taken into account' is probably the wrong way to say it, rather it is assumed.
Edit: 'not taken into account' is probably the wrong way to say it, rather it is assumed.