I bought MLX some few months ago because of the Sn. Too obvious.
I hold WGX for: its cash; address, and; Au profile, ie. reserves + production. That's t/o top shelf!
I posit this investment thesis: Sn is a steady up, Cu somewhat choppy, and Au down. Could the place to be in the short term, based on a combination of reversion to mean, with Au monkey-hammered, be the next commodity to turn?
Just throwin' that out there.
OV
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