Value Microcaps Motherboard

[kipp440]

nuts - Bobwins posted his view on base metals a couple of days ago. He talked about China moving from the farm to the city, hosting the Olympics, hydro dam projects, etc. Anyone who thinks the metal markets are tied to U.S. housing construction is going to miss the boat. Infrastructure build out in the B.R.I.C. countries is clearly what is driving metal consumption. Once these capital projects get started, they are like a snowball rolling down hill. The zinc inventory is down almost every day. The interesting thing to ponder is what happens if it gets to ZERO.

Kipp