I also think zinc is the primary story for the next few years. I like silver second. So I have tried to buy zinc stories and zinc with silver/silver with zinc.
BWr is the best leveraged zinc play in production 240,000,000 lbs a year and a new zinc mine comeing on line. 3/4 mines on line now I believe. And I like the wts .75, 1 for 1 strike at $1, for almost 3 more years. This is my largest zinc holding. BWR also produces a lot of copper, lead, gold and silver.
I like HBM wts second best. Making a lot fo money and also anew mine coming on line. I do nto own this one.
For zinc plays I like HBM wts .36 (I do not presently own this one - huge profits and a new mine coming on line), BWR wts .75, ABI zinc/silver $1.27, EXN silver/zinc $1.35, ECU silver/zinc $2.69, EZM $2.53 (I do not own this one), TAM zinc/lead .73, RDV, zinc/poly .46. (could be a sleeper), yzc .80 (I do not own this one), .ppg .85, PAX $1.36. (I do not own these)
For zinc producers HBM wts and BWR wts would be my top picks. |
