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Strategies & Market Trends : Winter in the Great White North -- Ignore unavailable to you. Want to Upgrade?

To: kidl who wrote (786)	5/29/2001 3:35:07 PM
From: ralfph	Read Replies (1) \| Respond to of 8273

Tantalum... seems tobe flavour of the month but the % are abit thin for my taste. Copper- I have been doing some sniffing around lately and come to the conclusion that the long term outlook is not too good. This was backed up by an interesting conversation with the pres of one company who was repeating a he had conversation with several exploration companies. What it comes down to is there appears to be alot more supply than demand and low cost mines are the only ones that will survive. I guess the Antamina project is low cost. FWIW ralfph