Well for one your heading should have been "Shock and Ore". War has always been good for materials, my first very profitable foray was into gold with the Iranian hostage crisis, when the POG tripled. The question is will they use a lot of iron ore if war does occur, I think not, if the war is conventional copper is generally the winner and if its nuclear then all bets are off, but war with NK is not going to happen IMO.
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Simon Kidston, Non--Executive Director
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