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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: TrueScouse who wrote (11345)	4/8/2004 4:25:37 PM
From: russwinter	Read Replies (1) of 110194

Chile's copper weekly: cochilco.cl "first quarter report of Freeport, will be important as it is expected to show the state of the Grasberg mine." The way Cu has been trading softer despite the rapid inventory draw-downs (on 4-7: 176,600 LME, 206,814 Comex= 383,414) , suggests somebody knows the Grasberg finish repair schedule? Then maybe it's the same divorced from reality stuff, that seems so prevalant nowadays? If there is a delay beyond June, it will be a terrific shock, and you know I'm having a harder and harder time trusting the "judgement" ($1.29 in the case of Cu, less in the out months) of the "markets". No release date yet, and nothing in the 8 K, released 3-30. Do you think they may being having problems getting supplied on top of that mountain in Irian Jaya, and with the Train Wreck in full force? Just a thought, and one more thing that could go wrong.

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