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Hey mate, MCT is by far my largest holding, of any stock. It's...

  1. 1,887 Posts.
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    Hey mate,

    MCT is by far my largest holding, of any stock.
    It's also the best zinc spec play on the ASX IMO.

    I like RVR, and I used to have a large holding of MZN (around 10mill), however I sold many at a profit once management decided not to exercise their options and head down the current path they're on. Once they lose the case to KDR (which appears almost certain), I expect the SP to drop a little more, which may provide a good entry for those who think they'll pay more attention to their zinc portfolio.

    None of the others I know of really tickle my fancy to be honest.

    I believe stocks like MCT, with the asset and management they have, are ridiculously rare in the spec market.

    All IMO.

    Cheyne
 
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