anthracis's Posts

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15:59 07/02/2014

lead, zinc, copper etc are much less of an issue

15:58 07/02/2014

if the rare earths are proven to be recoverable that would add a little spice to the mix. china has 90% of the reserves of those and export controls. other countries would be well incentivised to pay a lot for those

15:57 07/02/2014

yeh, I just think the Chinese would inevitably win one

15:57 07/02/2014

and they have to answer to their shareholders. Chinese don't have that impediment, and they are long sighted and resource hungry

15:56 07/02/2014

that would depend on the price I think LJC, glencore don't need to pay over the odds for BMR

15:56 07/02/2014

glencorexstrata v hunan

15:55 07/02/2014

or a competition to stake-build

15:55 07/02/2014

if there were a bidding war between hunan and other II's that would be a good thing

15:55 07/02/2014

they can't, but that is unknown atm

15:54 07/02/2014

really? re hostile

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