Nice thread
RNU have 3 proven Uranium deposits - all viable payback on Capex within 3 years (from memory) + just proving up new gold area.
So you have solid Uranium asset backed company (was 30c pre-Fukishima) with a developing gold story.
Mineral sands - could not agree more.
BSE - Kenya, cant see any barriers to production - I am out of date on this as I no longer hold
IDM - read Peppie's posts - great entry price round about now. (better than mine that is for sure)
MZI - agreed with above
GUN - I always get the timing wrong on that one, staying away now..
However - my favorite Min Sand play is MLM - because they are slugging away at becoming the worlds first and only Bulk Scandium producer, their Min Sand is just a background story.
Many many more stories - I am cutting down my 55 stock spread to about 15, still waiting for some fruit to ripen to add to my LT accumulations.
It is not hard to make money - just accumulate the asset backed growth stories and wait.
Hardest part is using the rockets to raise capital for the accumulation - now that is exhausting..
But to answer the original Post - why would you not have both? + Graphite + Copper + Silver + Tungsten + some Tin and some big ole cheap Coal and Iron Ore for free? (did I mention Potash?) - sorry getting excited
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