Here's a brief quote from Christopher Wyke, manager of UK based Schroders commodities funds, from latest article on Mineweb:

"The potential for very sharp price rises in industrial metals this year is very good," emerging market debt and commodities product manager Christopher Wyke told Reuters.

"We think in infrastructure the cutbacks will be very limited. When a recession happens, governments in the U.S. and elsewhere accelerate infrastructure spending."

"He said that despite the global economic downturn, Asia retains its appetite for infrastructure spending . . ."

This is another commentator, adding his voice to others mentioned on this board, who believe base metals (like what Noront and other ROF players are discovering) are going to gain back much of their price losses this year due to continued spending on infrastructure. Nice to hear an upbeat assessment once in awhile!

Click on following link to read full article:

http://www.mineweb.com/mineweb/view/...