I love the fact we are squabbling (and I mean that in a nice way) over settlement and in the meantime that tin inventory has fallen from 20k to just 4k. Better still has been the fact we are able to pick up dirt cheap, and I mean cheaper than cheap CSD and other tin shares, as the price of tin is yet to react to the inevitable.
Yes, our $100 million worth plant is something, yes the $100 million in other assets are reasonable, yes, the zinc, copper and lead production is worthy of mention BUT why did most of us buy into CSD?
TIN!
Firetrucken TOOOOOOOOOOOOOOOOTTTTTT!
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