Good post mate.. I'm really keen on Copper given limited supplies/growing global demand etc. (as am invested in SVY here in Victoria with anticipated upcoming bumper Jorc resource due) whereas with Iron Ore am a little more cautious given the unfortunate rising trade tensions/conflict with China
If this talk/threat of war escalates in South China sea (Britain sending their warships over there as we speak) then I wouldn't be surprised if China retaliates in cutting Iron Ore ties/trade with Australia altogether (China are developing Iron Ore mines in West Africa with view to giving Australia the big boot so to speak over the next couple of year's).
Just my 2 cents worth anyway.. as am also interested in hearing of any other good potential Copper stock recommendations (think CAE been mentioned any other's?) thanks.
Cheers tela
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