Great presentation from Dr Allan Trench CRU to open Mining 2013 in Brisbane this morning
Tony Locantro
Locantro Capital Pty Ltd
Great presentation from Dr Allan Trench CRU to open Mining 2013 in Brisbane this morning. Extremely bullish on zinc for 2017 (supply crunch on the way), forecast a recovery in nickel from a very low base, and put forward a bullish case for met coal. I also noticed palladium at the top of his hot chart which re-iterates the strong interest from overseas commentators. Good crowd considering the market, but still no young, hot, eclectic YOLO types that would indicate a bubble formation.
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