How long do you think $2m will last these guys? How low are they going to let the treasury drop before they feel the need to tap the market?
And at least POZ is supported by solid fundamentals (collapsing zinc warehouse inventories and long term structural supply deficits) that should buttress the price even if USD doesn’t behave
Different story for gold though. I don’t agree gold will necessarily be viewed as a safe haven in the current climate. If real interest rates rise, POG will fall back to long term resistance. And AZS’ experience last year demonstrates how this company tends to hold up in a PM correction (clue: it’s not pretty)
I respect your different opinion and don’t claim to know what will happen with any certainty. These are just my concerns and assessments of evolving risks. Dark clouds on the horizon imo