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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (36669)2/11/2010 8:04:29 PM
From: Grantcw  Respond to of 78748
 
Madharry,

I'm still holding TGB shares as it has pretty low copper production costs for a small producer. In addition, it is moving forward with approval steps on it's gold/copper Prosperity mine. And it has at least short-term Hedges in place in case of a fall in copper price.

I guess I'd rather hold TGB than FCX, but I understand your reasoning.

Thanks,

cwillyg



To: Madharry who wrote (36669)2/11/2010 9:37:20 PM
From: Spekulatius  Respond to of 78748
 
The larger companies always tried to manage output. I think what has changed is that that many raw materials have become investment vehicles via ETF, futures, hoarding in China which adds to demand, unless these guys try to sell of course. Nowadays many institutional investors will hold metals and other commodities as a part of their portfolio, for diversification. This did not exist before. Even the futures markets are now dominated by non-industrial players.


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