Value Microcaps Junior Miners

[Lone Clone]

To be honest, I haven't looked that closely at III for a while and don't plan to; I was never impressed by their management and the Mt. Polley disaster reinforced that impression. The reason I included them on that list is that I do know they are a mid tier copper producer with balance sheet problems so would benefit from a higher price for copper.

Adding to my bias against them is that I have spent time in the area and am extremely pissed at the way they have fouled formerly pristine Quesnel Lake.

At present all my copper holdings are further down the chain: explorers like CUC and CDB and developers like IVN and REG. The latter two are among my largest holdings. None of them really need a higher copper price to be successful, but they will certainly benefit from it if it happens.

I wish Mercator Minerals was still around as it would be my go to, but if I decide to add a stock from that list it will probably be CS, because I have owned them a number of times and know it well.

LC