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.