Given last nights discussions of merging Inco and Faconbridge, last Thursday's Melbourne Mining Club lunch was most appropriate.
The presentation was terrific interms of global perspectives as to where the nickel and copper markets are heading
www.falconbridge.com
then go to investor relations, then presentations, then the second item for the 6th October-Challenges to Meeting Global Metals Demand. Well worth the read-the presentatin, not the speech!
As part of the presentation the hint was given about global mergers-and look what has happened 4 days later!
Over coming months it could have positive implications for the second tier nickel producers-Lionore, Jubilee, IGO and MCR. More mergers in the wind?
Cheers,TAS
Given last nights discussions of merging Inco and Faconbridge,...
Add NICKEL (LME) to my watchlist
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