Ivanhoe Mines Ltd (IVPAF)

[tootalljones]

I actually can see Metals Funds being eventually dislodged from their positions by super sized Generalist Funds. It is a strange thing that as bull markets commence, most bulls from the prior cycle are not around at the bottom. I am sure this happens less with funds and tutes, since by charter, they are required to stay in the sector. Even so, as the booming bull gives way to the mania, which is surely coming to industrial metals, I suspect that these Super Generalist funds will even take out the metals funds. I saw this happen in the bull market of the late 1990s, in technology/software/hardware and internet stocks. Down the line aways for sure. Bull markets start slow, amid skepticism, and pick up steam steadily over the years. Given the supply and demand nature of industrial metals, I am hoping for a similar repeat. Don't see how we don't get it. People will say, how can you say copper will be over 5 bucks in 5 years. That is so easy, they said that silver would never go to 10 around the year 2000, when it was 5 or 6 bucks. It went to 49 in a decade.....