Zinc is really getting its time in the sun with LME prices at 10-yr highs & inventories at critically low levels. It was again the best performer on the LME last night.
Looking for a prolonged move in these pure plays
NCZ (310m mkt cap) - already becoming a market darling
PUR (12m mkt cap; 6m cash) - newly listed explorer with NCZ nearology & assay results due in 2 wks. Potential for world class deposit
ARD (15m mkt cap; 2m cash) - explorer with pending assays & Klaus (from AVZ) wants to join the board. Potential for world class deposit
