SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (33913)6/5/2005 12:18:39 PM
From: loantech  Read Replies (1) | Respond to of 110194
 
Guess that a lot of silver will need to be used. It is a better conductor than copper. <g>



To: russwinter who wrote (33913)6/5/2005 12:26:19 PM
From: regli  Respond to of 110194
 
I like that assessment from the energy bulletin.

My reasons for outer contracts to catch up and potentially move into contango was that with the existing copper shortage, players that have projects planned down the line and want to prevent huge cost overruns, might want to secure supply. It would also make sense for the Chinese to purchase outer contracts instead of driving up spot for their bigger projects.



To: russwinter who wrote (33913)6/5/2005 2:29:34 PM
From: jackjc  Respond to of 110194
 
What also might be a good trade in addition to far out
contracts for people like me who do not do futures is
large low grade cu deposits that could have interest at
2.00 copper. There are a number of these, one I like
is Copper Fox, approx 5 BILLION T lo grade cu + moly.

In both copper and zinc there simply does not seem to be
enough coming on line (and some being depleted) for the next
couple yrs at least.