Yea, nothing fundamental appears to have changed. Coking coal...

Yea, nothing fundamental appears to have changed. Coking coal Ca.US$170, tin ok, gold ok; my guess for today stays as opportunities elsewhere for traders, especially if the gold rally sees the week out and USD doesn't drop too much. Would you want to be asked at the end of the month why you weren't in gold… and instead were in tin/coking coal?

Would be ironic for those routing the SP today if soil sampling were positive in NZ and news came through soon; however, that has always been a long-shot based on the possibility of a 'mirror' deposit, so better to chase gold elsewhere this next few weeks.

On the flip-side, whoever took out 2.7c today may end up looking like a superstar by March.