Short Term Trading Weekend Lounge: 1-3 Sept, page-62

Hope everyones been good, been a while since I posted here

Zinc continues to go bezerk and tapped $1.45 last night.
Its put on 13% this month.
Copper has put on 8% this month and its rally still looking strong.

This is a week old chart I didn't post but its an index showing returns on zinc stocks so its doing quite well in international markets too.


Cobalt reaching near highs aswell, few plays doing okay on the back of this EUC, AML, ARL shaping up. I've got CHK as my main cheap copper cobalt play.


Lithium Carbonate and Hydroxide contracts also put on a small gain this month too. DRC feels the main place to be for lithium and cobalt.

Gold ASX plays also moving well, CAI (breakout on friday), ALY, EHX, VEC are my top 4 but I only hold VEC - I'm expecting a move on VEC next week. DDD another gold play that's done well.

As for shells, markets been generous there too with OOK, CAV, RFN, ZYB my main play is FRN (GTT, SteinPag, Patersons, M.W all involved) getting some nice volume and at $2.5M EV and eyeing out TAR (SteinPag hold 22% of register, similar register to AVZ) Klaus also involved also eyeing out AVD.

Cheers