Dutch Trader
Deep value, special situations, contrarian, long only

Zinco Do Brasil, An Intriguing Investment In Management Capabilities

Investment thesis

Zinco do Brasil (OTCPK:ZNBR) just announced that an industry veteran will be joining this American-Brazilian company, positive news. Managers who have demonstrated they are killers at business execution, and who have a history of always acting in the best interest of all shareholders are important to shareholder value. The appointment of Daniel Kunz is a significant move.


A dynamic and important subset of the global mining industry are the so called "juniors". These are small- to medium-size market capitalization companies that are generally actively engaged in the development of mining assets, either through greenfields exploration, or the use of new geologic models to prospect for mining assets in over- looked or abandoned properties. For investors,...

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