Thanks Fedex.
While I have been a bull on zinc my exposure is low as % of whole portfolio compared to some HCers I see investing a majority of funds into 1 stock or just 2 or 3.
I'm still of the view that zinc has got legs this year - some companies have valuations that might have been or are above reasonable levels because of market euphoria prior to Christmas. I am staying with an exposure here and getting into uranium and rare earths as preferred mid-longer term plays for later this year & next.
Intersting days ahead.
cheers,
R
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