Highlights of RBCCM Global Mining & Material conference – day 2
Yesterday was the second day of RBCCM’s Global Mining and Materials Conference. Including panel discussions, 16 different companies presented. Highlights of which follow. The morning session consisted of two tracks, one focusing on industrial/equipment/services companies and the other on base and bulk commodity producers. The afternoon session focused exclusively on base metal producers. Similar to Day 1 of the conference, the overall tone of the presenting companies was positive, with cautious optimism in the short term and a clearly bullish long-term view. Companies once again pointed to China as a key source of global demand thus far in 2009. (more…)
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