I sold my EZM as I think much of the upside has been pre-empted with the merger.
HudBay and Breakwater are on my short list of stocks to watch.
I would agree--if there is a shortage, it is not the story stocks that will do best. Metals consumers will need metals NOW. I think the companies with some metal above ground, current production, and the prospect of adding production volume in the relatively short term will do best.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.