PB, you summed it up very nicely :
" So is it just that they are late coming to the party and getting the tail end of the money or are they really telling us that we have a mining boom in the full sense of the word upon us."
My bias is that we don't have an imminent mining boom - slowing worldwide economic growth, lower inflation expectations doesn't support it. But then again I don't know when the turn around might be coming.
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PB, you summed it up very nicely : " So is it just that they are...
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