I'm buoyed with the interest rate fall but I find the the Friedland Referncence most intriguing in a positive sense.
I keep seeing people saying- minimal copper surplus in refined Cu in 2025 now but the smelters are still desperate for concentrate. There's a disconnect there I can only rationalize by China wanting to run it's smelters hard (anyway) for foreign currency/trade balance.
In any event I want to see NWC push on with their mine. I got a reference yesterday to Tieto Minerals who built their gold mine in 8 years in Cote D'Ivorie from nothing (woe) to go. That's about as fast as I think a mine can be built. Even with all the frustration expressed I don't think we're that far off that pace. We will be producing three concentrates or maybe two.
I must add I'm mightily impressed by your "CV". Most wouldn't understand the value of it but I can see the results.
A snippet from my post on RXM during the week. RXM Post #: 75627657 11/9/2024 11.09 am 'Tradies are educated in their trade. The ones who are small business people as well, have a very good handle on basic economics from the ones I talk to anyway."
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