swn.v - Selwyn, yes, you know Harlan Meade who runs that is a longtime friend of Merlin who runs Metalline ... many times when seeing your nick on other threads i call up a swn.v quote, follow its general story pretty much ... the thing is, it's way the hell and gone up north, same quibble i have on not.v/fwr.v/etc, it just seems so long before metal content up there becomes economic, and it never will be worth what the same metal would be in, for random example, western Coahuila -g- ... Sierra Mojada will be developed far sooner, it's easy climate, mine-friendly community, good infrastructure, just nothing holding it back save temporary lack of capital ... at the same time, i do recognise that enough people give the north enough of a market discount to leave the Selwyns up there huge leverage for playing cyclical swings, so would never say the stock won't outperform in any period, because it sure could, has before ... so i'm watching yes, hold none today but that could change easy
lth.v - speaking of Zn, ever follow Lithic? ... high-grade in Utah, interestingly polymetallic, straight shooter for mgmt but famously not a speed demon, Kaiser likes it long-term, i've got a few and will have until it's way higher |
