hang onto these

I have interests in a number of base metal stocks (HGO, CDU, TZN, PDZ, RBM, DML, PNA, EQN and OVR); I think that out of all the ones I hold, HGO has the most potential for share price rise. The Management of company is conservative and does not spruik their stock. Their stake in ESG is not valued in sp. I would normally be temoted to sell att market and buyback Spp but I am going to hold as I think this is a long term serious stock, not dissimilar to TZN as they head towards bankable feasibility); In terms of allocation, stick with oil and metals stocks and forget everything else. If sharemarket corrects, emerging oil and metals producers will have the revenue as China still will need the commodities