Model Mining Portfolio: Short Memories of Busts of Yore

  • Lead has pulled substantially ahead of Zinc, when they have long been level-pegging.  The scope is there for Zinc to make a strong equalizing move in coming weeks.
  • There is no lack of financing at the current time, this is good for companies building mines but wasteful for those that are just stashing cash.
  • In the Rare Earth space it would seem that the Japanese government has told companies to secure future supplies to avoid China-dependency.. a wise step others should emulate