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  • Can Lundin Go It Alone After Failed Merger? [View article]
    According to Sophia Shane at IR of Lundin, all mines have positive cash flows now. + Tenke is coming on line later on.
    Feb 26 10:21 am |Rating: 0 0 |Link to Comment
  • Zinc Falls Victim to Commodity Boom 2.0. [View article]
    Good analysis.
    Demand broke down, supply is scaled back.
    What would the lead time be, for a demand-led turnaround in the metals market? Supposedly, we'd nedd to see some robust gdp growth data before your scenario with a rebound plays out.
    Oct 30 14:07 pm |Rating: 0 0 |Link to Comment
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