I have been in this since July 2012, done some modest averaging...

I have been in this since July 2012, done some modest averaging down, but have not been much of an active poster.

At this point commodity prices are being driven by macros and expectations of low inflation or even deflation are bad for commodity prices, even those which have foretasted supply issues. Where the tin price will go, I hope higher to justify this investment but in the short term there appears to be no catalyst for prices to rise. This is an issue I grapple with and have not decided whether I should cut, run and deploy my capital into other opportunities.