ins and growth (trading +1.6%) • Galliford H1 update, anticipates record half year profit, upbeat on pipeline, positive outlook (trading +1.8%) • Lundin sees 2014 Capex budget of $2.1B, production on track, exploration budget unch (trading -0.80%) • Playtech signs agreement with Holland Casino in an

copper is down, perhaps indicating slowing growth in refined copper output. Lundin Mining Corp have stepped up drilling at it's top copper mine. The Lundin family have a reputation as a counter cyclical commodities investor. Aluminium capacity growth is slowing in Europe and the US as Rusal has no plans