See Merrill Lynch Global Metals and Mining Conference presentation by RIO Tinto in Commsec announcements.
Great information especially about - 1) the rapid industrialisation of rural China and India, 2) increased costs of aluminium, copper, iron ore, and energy with increases in GDP per person especially between now and 2022.
Everyone here should consider firming up their portfolios with up and coming iron ore, copper, aluminium, and energy companies(especially CBM, oil/gas shales and sands in Canada and Colorado,LNG). Companies such as FDL, BCI, Murchison, Midwest for Iron ore plays. Energy companies in CBM such as MPO, ESG, Origin, QGC; UCG with LNC could also be huge.
Lets all do a brain storm on other possible investment targets. Does anyone have a few choice picks in copper and aluminium that are close to infrastructure and have access to capital in the mid cap or junior cap range ?
FDL Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
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