more copper supplywith the unwinding of the China growth miracle & resulting less demand plus the unwinding use of using copper as collateral (which may be behind a fair portion of copper demand from China rather than the building boom as previously were told).... for loans as the Chinese gov't let fail(default) a company on a loan guarantee & let it be known that this is just the beginning.
If & when our S.A. problems are resolved we may expect a low ball takeout & don't think BoD will put up much of a fight. I think they want out ASAP.
carlos