I am still around, but haven't been posting because I didn't have much to say.
I am still of the opinion that zinc has another leg up before a significant amount of supply comes into production, again depending on what Glencore does. And of course there is the wild card, Orange Baby Man's continuing attempts to destroy as much wealth and trade as possible in ever country he happens to notice, particularly his own.
For now I am sticking with my three zinc ponies, Tinka, Fireweed, and Blue Moon. At this point I am riding freebies on Blue Moon, which is the highest risk IMO. I am also quite a bit up on Tinka, thanks to buying cheap a few years ago and selling some shares back near the top. I do expect another run as we approach the end of the year and the new Resource Report and PEA. FWZ has a lot of work left to do, but they probably already have enough mettal for a mine, though due to the remoteness of the the location it would be better to develop more resources, hence the exploration that they will be doing on their large land holdings in the southern Yukon.
While I wait for Regulus and Tinka, I am focusing in on accumulating shares of RIO.V aka Rio2. This is the new vehicle for the team run by Alex Black, who made me a lot of money on the original RIO before it was bought out by the idiots at Tahoe Resources, who have screwed up those asses in their usual ham fisted manner. RIO recently announced they are buying out Atacama Pacific, who have a large low grade heap leach deposit in Chile, the kind of deposit that Black's crew specializes in bringing into production quickly and cheaply.
BTW, you can get a bit of an edge by buying ATM shares, which are undervalued compared to RIO right now.
LC
