Fair point 50 but I suspect deltra's main point is only those with access to cash for development or a ready built plant will go ahead
As to cash positive - I reckon they will have to be. I do not believe demand will fall much if any but if it does then the failure to bring more on line will counter that
What did I read on kitco the other day - a copper fellow commenting that all the low hanging fruit is gone - only the harder to get stuff is now there
SUstained demand - lack of supply for multiple reasons - price up
Have said before - if we go into recession or are in one - it dont mean you wont be buying a new car when needed - but you may not buy a new merc or whatever - but instead buy a cheap one - likewise when the dishwasher clacks itself - you not gunna make the missus get the old rubber gloves out are ya - you will just buy a new one but it will be a cheaper kmart one - which will probably still have as much metal as the flash one but no flash name - Only touble is you will probably have to replace it more often coz its a cheapy ha hah - more consumption!!!!!! Aint it great lol
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