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
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