This from David Pescods (Can Accord) May 1/11:

Walter Spagnoolo with Candente informs us that the most

accurate pollster in Peru, Datum, put out another report last

week. Ollanta Humula has 41.5% of the election currently and

Kiki Fujimora has 40.3%. The suggestion is Fujimora, the rightwing

candidate is mining friendly whereas Humala is a guy that

might lead towards higher royalties, nationalization, you name

it. He’s definitely left of left.

Peru is rich in minerals, being the world’s second largest

copper producer, largest silver producer and a big player in

gold as well. There has also been some enormous takeovers

that have enriched speculators and investors over the last

while. Nothern Peru copper was taken over by MinMetals a few

years ago, and recently Antares was acquired on December 21,

2010 by First Quantum, Norsemont was taken over in January

by Hudson Bay minerals in billion dollar deals.