The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: russwinter who wrote (17717)	8/15/2004 7:07:38 PM
From: ItsAllCyclical	Read Replies (1) of 110194

A few questions on copper for Russ or anyone: 1) How long do you expect the market to take to come back into balance with respect to supply/demand? What does the typical cycle look like in this sector? 2 years, 3 years? 2) What are Phelps Dodge's reserves. Trying to scan their website and reports and having a devil of a time finding it so far. Thinking of calling the company tomorrow, but wondering if anyone knew approxiamately. Trying to find out what the industry average is for market cap per tonn. 3) What % of HUGO's (IVN.TO) inferred resources at Oyu Tolgoi do you expect to become proven and probable? Have they set production goals? Just starting looking into them. TIA

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