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Strategies & Market Trends : Ride the Tiger with CD
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To: ralfph who wrote (311394)9/16/2025 4:14:26 PM
From: LoneClone2 Recommendations

Recommended By
31Floors
ralfph

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I have learned to avoid the large low grade 'optionality' plays like ITH and CKG. They run up when there is a gold bull but then drop away again when it ends.

The problem for these plays is that high PM prices also improve the economics of higher grade plays which require much lower capex. I can't see them ever being developed until all the better deposits are exhausted.

LC
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