Poet, absolutely right. In fact major investment houses sy that the medium term projections for commodity investment (read prospecting/mining) is an oportunity akin to the 70s. What that all means in the end we will all see. What we know is that the lead in time to commercial mines getting to production is the thick end of 10 years and predictions are we are entering a deficit period requiring exploration and big as development to fill the short fall. ICG may well be right place right time.
ICG Price at posting:
8.8¢ Sentiment: Hold Disclosure: Held
