Exactly I am here for the tin. I think the IO will fund the tin project but only for about 12 months.
When the Chinese make a decision then get out of the way because there is a tank coming straight for you.
The Brazil disaster was a financial godsend for Australian IO. But it wont last forever.
The only bright spot in this market I see is India stepping up with a infrastructure program to lift its 1.3B people into the 21st Century. Modi does not seem to see the extreme poverty of 3/4 of Indians to be a huge problem compared to the nationalist issues of religion and ethnicity that helps him stay in power. So hoping for India to need IO in volume might be misplaced in the short term.
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