The script of both both PNA & OZL looks quite high. I liken it to when KZL was $4-$5. I also think that stormclouds are brewing on the horizon for gold. If the US raise rates the risk is to the downside, which could be significant. Some (e.g. The Economist )have suggested $1100 because of over-supply in 2013/2014.
Zinc, or KZL on the other hand is so beaten down and has been for so long that risk is more to the upside. Significant mine production will also come offline over 2013-2016. So I am happy to buy now and wait for PNA & OZL to return to buy-able levels.
KZL Price at posting:
31.0¢ Sentiment: Buy Disclosure: Held
