Another thought on this;

What if Glencore was flushed out to start making aquisitions because they knew China was there doing cash deals as I posted about, in my previous post?

If Glencore was forced to make a move on a valuable property , due to the Chinese competition in Peru, whats to say that other majors may start to panic and come out from behind the curtain? If all the big guys think that metal prices are gonna soar shortly, they may want to buy these small companies now, while they are still cheap?