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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers
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From: jackjc1/21/2008 12:36:16 AM
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Eric Coffin, in his main talk at the Vancouver Conference said with ref to BM prices:

China had a Zn cost of 1.00 and would not sell at a loss, shut production first. So any fall (worst case .70) if occurring would be very short term with quick recovery to 1.00. Said he disagreed with the bearish consensus with regard to this particular metal.

Also said Cu worst case 2.70. In individual discussion I heard him say a mid term move back to 4.00 would not be surprising.
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