Originally posted by dolcevita
I read the Financial Review yesterday and an article from a former ambassador to China entirely squares with my interpretation of what's happening over there. (That China is under far more pressure than the US over the trade war, and that Xi's position is increasingly under pressure. That the trade war will be resolved sooner rather than later, and involve a less aggressive China.)
This has implications for trade, and for markets of our materials, including zinc. Which has implications for AZS.
I would call my prediction "uncannily accurate", but modesty prevents such wild claims. Plus we still have to wait and see how this continues to unfold.
But I would say that China is much more on the back foot than has been recently claimed by your good self. So I'm more bullish than others in here on hard commodities like zinc. Which makes Oposura much more of a near term productive asset than you'd have it.
Best wishes to ALL for this festive season, including your good self Mossberg.