As we all know (well, the astute investors at least), price hardly either matches value.
Take the following chart; in 2011 the tin price was $30k yet stock levels were 25k.
The tin price is now $20k with substantially less stock, almost a fifth!!! This situation does not make sense, along with current valuations for many resource stocks.
Like it or not, sentiment is very much the key and at this time most resource companies, including CSD and various other tin stocks, have been hammered.
I don't know what tomorrow will bring but the divergence of the tin price and the stock level is starting to happen and if this is indeed the new tin bull market, then CSD is set for an explosion.
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It's not about me being wrong or right, it's understanding CSD has a tight holding (over 60% Top 20) and huge potential. Let's see what CSD will be worth in 5 to 10 years time.
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