Bob - BWLRF will be my "Freeze" play in the pick 6.
TGB and BWLRF were among the most hated stocks in the metal world as recently as 3-4 weeks ago. That sentiment is changing in a hurry. Check out the laggard zinc charts at kitco:
I am close to the zinc market and I see no quick fix to supply/demand picture, nothing short of global economic melt down will turn prices around in the short term.