Same here almost, i've got mmg, cuu, and a bit of house-money dnt from years ago ... and, going to look harder at znc now that it's settled down, would like to add dnt too ... they're all good value here and will do fine, i have far more of the mmg right now because it's such a special buy opp, for reasons that aren't likely to happen again to this degree
Good point about listing on Lima for peruvian plays, sure worked well for Candente ... one more advantage with Metalline is that they're on the Amex, easier access for the majority of this continent's punters ... they would gain from a Toronto co-listing, imho, but it would cost money and take up management time, hard to say if it would be worth it
Political risk of Peru may be less real than it is perceived, still it's a bit distant and some of the neighbours have odd politics, Ecuador prez acting up now, i think the perception will be strong enough to make a real effect on valuation, a pound of zinc in Coahuila will be worth more |
