Good post PhillW.
I too have looked at the other companies mentioned by nk. If the truth be told they are a minimum 3 to 5 years away from building a mine. Then comes the 1 to 2 years of heartache sorting out the production problems before they eventually achieve nameplate capacity. A lot can happen in that time.
Companies either in, or transitioning into production are the ones to hold over the next couple of years. The exploration plays will be the last to run in the final blow-off wave of this bull market.
Having said the above, if any of the companies hit the mother lode then all bets are off.
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