David Tsao

The Long Case for Southern Copper Corp.

I did not think PCU would run up so quickly and figured it would take some time for the fundamentals to work through. What's happening now is a massive rush into commodities. If you look across the board, most commodity prices are up.

The Long Case for Southern Copper Corp.

messels,

PCU shares were definitely affected by the strikes, but I still think the economic outlook in the US has some effect as it does on some other companies. The market adjustments are sometimes not justified in my opinion which lends favor to those who believe in the fundamentals of the company. PCU is one of the good ones.

Thanks for the comments.