speculative heat in 3 sectors.
Lomero = Precious metals and base metals
Hammersley = Bulk commodities, DSO iron ore.
Zinc we know is going into a supply crunch with the existing big mines exhausting. Huge leverage for our Lomero, as if the 5 g/t gold wasnt enough of a tease.
Global black swan Fear trade = gold exposure
China / india growth = iron ore
Zinc supply crunch = zinc
Chinese commodity futures are surging higher yet again..., page-6
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