I understand your concern. You've been bitten hard by your zinc...

I understand your concern. You've been bitten hard by your zinc and IBG call. However, if you've followed tin then you'd know it is too small to use as collateral and, as an industrial metal, it has been in deficit or near to for a couple of years.

Unlike its larger cousins, zinc and copper, no new economic sources have been found. Zinc is plentiful and every dog can find some. Bringing it into production is a different story. Tin in economical amounts is almost 'gold like' in its rarity.

As a consequence, LME stocks are a reliable gauge for tin and as soon as there is a sniff of a shortcoming, the price will move upwards, carrying along with it the various tin stocks. For a long-term investment, the first place ones in will be best dressed. I wonder which one of the tin stocks have a working plant? (That's a rhetorical question, so no need to answer.)