He's nailed the timing of the commodity cycle for the product that is contained within the and tailings. Silver aside, zinc for example already was in a structural deficit from last year (lead already in surplus). I have no idea what his long term plans are however, if I were in his shoes I wouldn't sit on it for years unless there is some new high grade discovery made near the mill.
POL Price at posting:
88.0¢ Sentiment: Buy Disclosure: Held
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