Canada Zinc Metals Corp (fka CZX)

[JD400]

Everyone is having the discussion about whether China will have a hard landing or soft landing. We are getting more comfortable with the thought of no landing. Therefore, we are in the process of looking at some very cheap assets because everyone thinks China is about to hit the wall. If China doesn't hit the wall, that's how you get a tenbagger. You probably get a three- or fourbagger just on the relief.

AD: I agree. I like to quote Mark Mobius: "I think China is still flying." We buy very few Chinese companies. We are concerned about the books and local government interference with businesses.

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