Hi Slappi, Sava and Wescott,
I find your discussions are very interesting.
I do agree that zinc, nickel and possibly lead are cylindrical.
So long as there is a high demand for galvanized steel and zinc battery, zinc will rebounce.
So long there is a high demand for stainless steels and high strength automotive steels, nickel will rebounce.
Lead? many automotive applications have tried to get away from lead, but alternative soldering are not working as good, so japanese are still using lead, so will the rest of the world for a while yet. Lead batteries are still being sold at Kmart, Burson and Repco outlets....
I am holding CBH and suffering but will see what future tells me.
In regards to Iron Ore, Kevin is quite optimistic of the volume, and based on the sample of detrital hematite (ref: PELM) and Slappi's analysis above, i am quite optimistic too.
Regards
LONGJOHN99au
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