Some very good posts Slappi,
I do think though you are being a bit hard in your reference to zinc, lead, nickel. While prices in these commodities are very down at the moment it is a cyclical supply demand thing. Demand is likely to exceed supply by years end and the tide will turn on these commodity prices. Also in my opinion there is a correlation between increased iron-ore/steel activity and the use of these other commodities including copper. I also believe that the China India story has nowhere near peaked although there will be some activity fluctuations along the way.
The Cape Lambert situation with Russian and Chinese interests is indeed testimony to the demand for io. If FMS can prove up their resource I believe these same or similar interests will be looking at FMS and I also believe that more locally based interests will be keeping an eye out so as FMS is not raided by Russia/China as occurred with Cape Lambert.
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Some very good posts Slappi,I do think though you are being a...
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