This is a short quote from LR it speaks for itself, but CUU timing with the FS may just work for us:

"Let’s not lose track of copper, which is also up 6-times from the 2001 low.

There is a mind-set that says that if the global economy isn’t booming, there is no reason to own base metal companies.

Well, let’s add up the pieces. It’s pretty clear that demand for metals is continuing to rise. And, while demand grows, it is becoming in-creasingly difficult to grow supply.

Economists and a lot of mining analysts have the notion that when the price increases, supply will increase correspondingly, and we will have "mean reversion"; that is, prices will return to the long-term averages.

Remember the copper price is up 6-fold while the developed world is in a slump, and there has been no mean reversion. "