KZL

It is a hassle dealing with city stockbrokers so I never dumped my KZL shares and have seen it tumbling and tumbling down the hill like Jill.

This is a stock I would have dumped if it was within my CommSec portfolio because Zn is a money-losing metal. Why? China has a lot of its own. Unlike REEs, even though China has a lot of its own, there is a strong demand for them outside China. Zn? It just piles up.

When you invest in resource stocks, you need to know the demand side of the equation. That is why if China sneezes now, Australia will go into the ICU with severe respiratory failure. Meanwhile, KZL has reached the bottom of the hill and is unlikely to be 'more' crippled unless price of Zn collapses.