VMS 5.26% 1.8¢ venture minerals limited

Two standout quotes here:1. The June 2011 price of tin, hard...

  1. MN
    134 Posts.
    Two standout quotes here:

    1. The June 2011 price of tin, hard coking coal, copper, gold, thermal coal, and lead are also expected to drop by 49, 48, 47, 41, 24 and 22 per cent respectively over the long term. At face value, it looks as if Wilson HTM believes that commodity prices ? oil and zircon excluded - are going to literally fall off a cliff.

    and

    2. ....George Raftopulos portfolio manager with Atom Funds Management says the current environment favours diversified large caps like BHP and Rio Tinto and some key pure-plays ? including Atlas Iron (AGO), PanAust (PNA), Venture Minerals (VMS), Grange Resources (GRR), Alcoyne Resources (AYN) and even Linc Energy (LNC). ?Given that the long-term fundamental view remains bullish, the safest way to play resources is having an eclectic mix of large low-cost operators with good resources and strong infrastructure,? says Raftopulos.
 
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