The TAS TOP RED METAL (COPPER) PLAYS:- 1 The big boys, BHP, RIO and WMR all have significant copper production which we all know.(NCM is a de facto copper stock through by products) 2 The next big producer-the OX is the stand out with production starting early next year (unhedged)-Minotaur is related on the Prominent Hill Project which is also shaping up as a beauty. 3 The most profitable per tonne-AVM (shame it is in the Congo) 4 The other new age developers- EXS(open cut sulphides at Great Australian,FStudy nearing completion), MRX (open cut oxides at White Range/Mt Watson with FStudy also nearing completion), and maybe URL (in jv with BSG for both oxides and sulphides at Mt Roseby). Note, all of these are in the MT ISA INLIER. 5 The long shots-TYC- massive low grade crud in that holiday camp known as Pakistan, RDM- looking for elephants but have not found their droppings yet, TAS-because they have no idea what they are exactly looking for, GTM offshoot-if it ever comes off,the ground is historically pretty rich around Tennant Creek. (Straights should fit in here somewhere for their cash position alone, plus Whim Creek SX-EW,plus bucketload of exploration dirt). Probably missed a fair few,sorry, Cheers,TAS-the warehouses are dry people!
