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Home Forums General, Fun, and Off-Topic Discussions The share/discuss your portfolio thread Reply To: The share/discuss your portfolio thread

  • Allan

    Member
    May 27, 2020 at 1:43 pm

    I think CLF has some upside, but to really benefit in the long term, they need to expand into other metals, to benefit from the rising demand of rare metals. Also having most of their operations in US, could backfire in the long run when relations sour more with China. I tried to pick most of my mining companies on the principle that they 1) have a presence if Africa as that’s where most of the easiest to mine deposits are and/or 2) mine a wide range of different ores. GNUS seems like a really solid play, as does Ericcson, if you got it, when the price was low. Bottom line, i’d probably hold on to some CLF, but would look to diversify into other non-US-based mining firms as well