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beabaggage » Comments » AAUKY.PK

  • Safe Haven Investments: Imminent Danger and Opportunities  [View article]
    The government should buy SWC and PAL as a strategic investment to secure supply. close the mines, then we have Fort Knox north with PAL/PLAT stored. I think CN will start some sort of rescue or incentive plan for the mines to thwart the closings because it is going to crush these small mining towns if they all start closing. Maybe bridge loans at no interest or storage arrangements or something.
    But what will really probably happen is someone is going to buy up PAL and/or SWC for cheap. Would be petty cash for Gold Fields, Barrick, GG or someone.

    Long both, buy!
    Oct 30 13:42 pm |Rating: 0 0 |Link to Comment
  • Zinc to Shine from Two-Year Doldrums [View article]
    you forgot ZINC, Horsehead Holding, lots of cash, no debt, hedged zinc, new technology for ZINC recoveries. When oil goes up again and transport costs go with it, recovered zinc sources will be even more valuable.

    Very interesting article, appreciate it!

    Long ZINC
    Oct 22 08:58 am |Rating: 0 0 |Link to Comment
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