Time to breakout, page-1719

"If you find a decent exposure"

I think that is the problem with that equation, especially for anyone purely ASX based. Tin I am not sure but plan to go hunting soon. There is CAV but they seem to be screwing around and oh wait I forgot AVZ is a tin stock . No real pure play silver miners on ASX which sucks because I reckon it is almost at the bottom of it's cycle for the dual fact I expect PM's to do well and the Au/Ag ratio is near highs.

The change in V has been structural and there is emerging talk that China is going to go hard on infra again to combat slowdown chat and trade war impacts. If this is so it should only bode well for V as rebar demand should increase to compound the standard changes.