Schaft Creek is a freaking monster of a deposit, the true size is wayyyy bigger then any pumper could ever get anyone to believe. Add in 42% of another monster, not going to be as big but its pretty big, called Eaglehead and your CUU controls one heck of a lot of copper.

The only reason this thing isn't flying now is a perceived global slowdown. China is the main force behind demand, they grew at an average of 9% for a couple of decades before anyone even realized it. They are still forecast to grow 5-7% a year, what about India? What about Africa, every 4th person in the world is expected to be an African by 2050 and most of the worlds population growth is expected from developing countries. They will all want the modern conveniences we have.

Let me put it this way - today theres just over 7.2 billion people in the world. By 2050, even with the population growth slowdown the U.N. expects, theres a forecast median of 10 billion people going to be on this planet. Could be as high as 11 billion people in 2060.

Factor up current demand by another 3.8 billion people. Make it easy on yourself, just add in three more China's to the demand side.

How important do you think it is to own as much leverage to copper, tin, nickel, zinc, gold and silver as you can get?

Historically the shares of junior resource companies have offered the best leverage to rising metal prices.

The commodities boom isn't over, this is just a hiccup. The low hanging fruit has been picked, mines get more remote, lack infrastructure, get deeper, metallurgy gets more complicated, resource nationalism, even outright war to control resources, climate change, population growth, the tendency we have to bling up everything - ever try to buy something without all the bells and whistles? Impossible.

And I talk too much.

ttfn

nopoo