BarrikDon't remember if I posted this or Inboxed so I'll repeat it.
Barrik and others are looking to diversify. Gold co's are looking to copper and moly etc. Odd you say? Nope. Look at the cash on the balance sheets. No surprise there at all. REEs and copper and a few other industrials are getting attention from sources that we don't normally expect. Read the China report carefully. Our local guys know they have to beat them to it. I'm expecting a flurry of activity. I expect someone to poke Teck in the eye with a sharp stick then try to grab RG. This will be good for us. No one is going to try grab cuu off Teck's plate. That's how you get your fingers bitten. So a poor offer for cuu in the next 2 weeks would be nice. We can use the PR.
Diamonds. Bllllaaaahhhh. I'd like to see someone plumb a house with those. Our electrical grids need to be beefed up 25% for electric cars. Urbanization is rampant and new entrants into the developed world need infastructure. There is no replacement for copper. 44 new big mines are needed and China is going to spend the fiat.