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
PMH Price at posting:
28.0¢ Sentiment: LT Buy Disclosure: Held
