http://www.bloomberg.com/apps/news?pid=20601086&sid=a9lkWu0s_TS8&refer=news
Freeport copper and gold has an overweght % on the XAU. While copper prices overall would benefit from a cut in energy in Chile, Freeport individually is susceptible. Maybe worth taking note of the XAU/HUI/GDM combined for guidance on gold equities.