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Gold/Mining/Energy : The Great Gold and Silver Mining Rush of the 21st Century -- Ignore unavailable to you. Want to Upgrade?

To: The Barracuda™ who wrote (9324)	10/23/2025 11:09:05 AM
From: LoneClone	Respond to of 9398

Here's Andy Home, the best analyst on metals, on what's going on with LME zinc. It mostly has to do with smelters outside China either shutting down or curtailing production, and the shortage is only with refined zinc in LME warehouses. The metal itself remains in surplus and will likely continue to do so. Message 35306226 It's hard to play the miners,themselves, because it is such a tough business there aren't very many zinc-only miners. Most zinc is produced by majors as a byproduct of mining other metals. My favourite zinc play is Fireweed Metals aka FWZ, which is drilling up a zinc-based area play in Yukon Territory, but it has already run hard, doubling this year. And it's more than just zinc, with a large past-producing tungsten mine just up the valley and another tungsten deposit just across the border in the Northwest Territories. Another possibility might be Titan Mining aka TI.TO who operate a zinc mine in New York State, but they also are opening up a graphite mine so not a pure play. I have a very small position in EDM.V, who are trying to reopen a part-producing zinc/gypsum mine in Nova Scotia, but it's a long shot IMO. LC

To: The Barracuda™ who wrote (9324)	10/24/2025 12:30:38 PM
From: nicewatch	1 Recommendation Recommended By LoneClone Respond to of 9398

I agree with LC's comments. Know lots of silver names but silver/zinc not as much. Have owned TECK off and on, and Vedanta which is based in India. Glencore operates some large zinc mines but they have their hands in many other commodities as well. I also own Titan TI.to with the caveat that my average is much lower from last spring and the recent momentum seems more to do with graphite, and germanium to a lesser extent. Have already taken my original capital out and content to lest the rest ride for now because as overdone as it currently looks. I like the majority owner who has a decent track record of earning shareholder returns in his projects ranging from good to outstanding.