Agoracom: Small Cap Investment - Baja Mining Corp. - Copper #1 on the commodity supercycle

Developing the El Boleo mine - 2010

Baja Mining Corp. is a Canadian mining company. Baja, through Minera y Metalurgica del Boleo S.A.P.I. de C.V. (MMB), owns a 10% interest in the Boleo copper-cobalt-zinc-manganese project located in Baja California Sur, Mexico.

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Prospector Jim

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Copper #1 on the commodity supercycle

posted on Feb 21, 2011 10:19PM

Just back from the Money Show in Orlando, and I was lucky enough to catch Jim Juback's talk on commodity supercycle.

Jim rates Copper as #1 on this list, stating copper is proving hard to increase supply with declining ore grades, new supply is in politically unstable areas, and trasparency is good.

He rated Iron #2, Coal #3, Potash #4, Oil as #5, and Gas as #6 for obvious reasons.

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