Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Sidney
Indeed I think there are number of long dated investors who have decided to lighten up and in volume over a period. Some have admitted it and some posters appear far less or have disappeared altogether. Can't blame them really. There have been so many disappointments.
It would appear that agreement has been reached.
https://www.reuters.com/article/trafigura-beheer-congorepublic-oil-debt-idUSL1N2LL1IA
Extrader
Thanks for your reply. All subject to interpretation (by author). I remain positive and believe the comments were related to OZ.
I did not pick up anything regarding the "mood music" at Glencore specifically but was left with a the impression that there is serious activity going on in the background re the project. I think they really would like t to come back with something substantive this time. The proof of the....
Extrader you have been busy.
"Long term, iron ore is buggered. I am very certain."
I assume that he is referring to OZ and not the entire iron ore market. Any other interpretation would not be very encouraging? :-)
Hi Extrader
I wish that we were in a go slow for the right reasons. We have been in a go slow - very slow - for 10 years.
I really don't have much to say other than we have heard it all before from AT. Not much has changed - polite and no substance.
The only thing I take comfort from is his recent reference to COIDIC and interested third parties. That is a departure from same old same old.
Only an announcement with detailed third party interest is going to fire this up. Chinese involvement in my view is the only way forward. I suspect we may wake up one morning and the deal will have been done.