Value Microcaps Junior Miners

[dr_airtime]

Lone Clone - Trevali..

FYI LC - love your comments and they are the most sane and grounded amongst here.

Within 48 months I think the zinc story will be over and the price will have peaked and a number of smaller mines will be back in production, however, the market really needs another world class mine to meet demand shortfall long term. Glencore brining their idled capacity back online would signal the top and the Glencore as a predominatly trading house would be posistioned to profit walking zinc back down in price as the 'Saudi Arabia swing producer' who can somewhat control the zinc market.

I also think Zinc will go to $1.50 before it goes to $1.00 again and I would bargain Glencore is positioned to benefit from this. IMO Trevali will the go-to vehicle for leveraged zinc exposure and I'm looking only at multi-month trading holds and will be completely out in 48 months. 2018 is supposed to be peak pricing from the peak supply crunch. This is a commodity after all.

I would buy Tinka if comes back down to $.50's. As of right now, I liked Trevali and it's looking like it is bouncing off of the 200 DMA and I think yesterday's $1.10 price may be the low for the year.

Contgrats on Tinka FYI that is a huge win!