Patience?, page-28

Hotfire, like you I am frustrated and at a lost after the Sept Quarter. If I could walk away without financial loss I probably would. Everyone's questions are justified.

The problem is we are all waiting for the answers. The story on Coal and Iron ore are different though. Supply (even with China booming) was going to outstrip demand as the stuff is everywhere and needs minimal processing, dig and ship.

Copper is constrained by processing and % grade of ore, so even if China isn't booming, Copper will continue to gain. In Oz at least there are no large plan Copper plays and we are the commodity nation. The last one that actually got up was SFR and look at the grades it had in the open pit. The others like REX (0.9% grade and can't get off the ground), super pit (BHP won't commit), AOH (grades of 0.4%) going nowhere.