Comments on: Chinese M&A: Watch out for Las Bambas effect /copper-ma-watch-out-for-las-bambas-effect-78850/ No 1 source of global mining news and opinion Fri, 22 Aug 2014 19:51:03 +0000 hourly 1 https://wordpress.org/?v=6.8.1 By: Rusty Brown in Canada /copper-ma-watch-out-for-las-bambas-effect-78850/#comment-21522 Fri, 22 Aug 2014 19:51:03 +0000 /?p=781795#comment-21522 I suppose this all makes sense to “insiders” familiar with the background details, but to the casual reader, it raises far more issues than it resolves.

What is the “Las Bambas effect”? What does China have to do with this merger? Who demanded that “Glencore must give up Las Bambas” and give it up to whom and why?

I suppose in the end, it’s all just a case of “to those who know the background, no explanation is necessary; to those who do not, no explanation is possible”

[Sigh.]

]]> By: Kirill Klip /copper-ma-watch-out-for-las-bambas-effect-78850/#comment-22332 Tue, 01 Jul 2014 14:06:36 +0000 /?p=781795#comment-22332 Great article, Frik. More Chinese M&A is coming on the way. There are reports from Chile that Barrick Gold was discussing Pascua Lama with at least couple of serious Chinese companies.

Multi-Year Global Copper Market Outlook

Lumina Copper buyout by First Quantum Minerals has already re-rated valuations in the mining sector of Argentina and this pick up in M&A activity will signify the major bottom in this mining cycle, as we have discussed before. It is very important that money is coming in the large CAPEX Copper project particularly in Argentina, where our Los Azules Copper project is located. I hope to share with you industry research reports on Los Azules copper in the nearest future – this activity should awaken the sleeping analysts. We are working with PI Financial on the Sale of our Back-In Right and below you can find the big picture view on Copper provided by Derek Hamil in his very well researched article.

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