Overall the sentiment in the metals is still very bullish and it is hard to see this changing in the near term.

This is no doubt a bullish factor. Copper, lead and zinc are the three metals that are suffering supply disruption from strike action.

Certainly these high prices seem excessive, but there is no saying when rationality will return. It seems odd that [metals] prices have climbed as much as they have given only limited changes in the fundamentals.

The funds are likely to keep buying metals like copper, as overall macroeconomic indicators are still positive.

It's hard to get your footing, because it's continually changing during the rehearsal process. It's like directing a workshop show, which also performs. It's hard to have a vision of how to mount the production, since it's always shifting.

Overall, things are changing. We have to be relevant to a broad range of customers. Price is important, but we are also concerned with value. Value is not just price. It is assortment and convenience.