KAS, CSD (both Tin) and SPM (Vanadium) are 3 that have come a long way down from previous highs. All have quality deposits which are a very good chance of eventually getting to production if you've got a long term perspective.
A not so speculative one that looks good buying is MLX - Profitable Tin producer also sitting on a huge Nickel deposit and has $100 million in cash.
I'm sure there are plenty of other bargains out there. I think within 6 months many of these will have bounced back. maybe not to Jan '11 highs immediately but I think commodities are still a good bet going forward.
