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Tuesday, February 3, 2009

UPDATES

MARKET ALERT AT 10 AM FEB 3

Canada-based lead miner Ivernia Inc. (IVW.AU)

Monday said it received approval to start shipments

of lead concentrate from a Western Australia state

after being closed due to issues over lead poisoning.

Ivernia's absence from the lead market for the past

couple of years was one of the two supportive

factors in the lead market, says UBS analyst

John Reade. Says a restart of shipments will

undermine some of this support. The other factor

- that of lower Chinese exports - will probably

continue due to shut-downs of lead-zinc mines and

smelters in the country, Reade adds. LME lead

is trading at $1,134.75/ton, +1.3% from Friday's

kerb close.

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