entree , page-10

Hi Tombu

Im on holiday in remote parts of New Zealand and am often
out of media range

I think we both have a valid view
I agree that copper is more vulnerable to overproduction than rare earths
But Rio being the ultimate parent has a 50 year view and isnt so focussed on the short term cycles. I see Ann Mason as being their focus
Like you I think they are getting Sentinel and the other assets outside Nevada for a song

The next important milestone is the indep expert rept so there may be some solid arbitrage accumulation before this date

There has been some larger volumes trading with a firming price which gives me joy

Waiken