Nobody needs them, nobody loves them. Best time to buy. Our take is that we are either at the door step into depression all around the world (it is not our bet) or we have a life time opportunity to accumulate treasures in the ground while Bubble Vision is proclaiming end of the Commodities Bull Market. Why are we so stubborn in our vision of sustained infrastructure growth in the world with even USA economy deep in the recession state? Just watch some Olympic games, new world has arrived and they did not even start to consume yet.
As usual consider this source for information purposes only.
LMC makes me want to mix my tears with alcohol...
ReplyDeleteNo tears left here, it used to be a great expectation. Now it is trading situation: Ozernoe is out and Tenke Fungurume is slow to get into shape. I have switch my focus to pure Zinc recovery play as Mantle Resources MTS.v in stable Canada and just published resources. Lundin Mining is holding 10% there.
ReplyDeleteRegards,
Sufiy.