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Re: VBgood post# 17719

Tuesday, 10/16/2012 11:48:28 AM

Tuesday, October 16, 2012 11:48:28 AM

Post# of 26631
I think your right about private settling of it. All the public statements are for the most part posturing. I think both parties should feel the pressure to make a deal happen. Inmet should be the first to blink but I do not think Panama wants Inmet to delay it's project either.

The question is how long will negotiations go on? the longer, the better for PTQ, the worse for Inmet. PTQ can improve production while negotiations go on which should improve their bargaining position.

JFF7

(still out at this point though).

It's better to be out wishing you were in than in wishing you were out.

"Markets can remain irrational longer than you can remain solvent". - John Maynard Keynes

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