Resource stocks... Tin stocks

Of all the metals, the most optimistic one is tin.  If you look at the fundamentals, the supply side is falling and the demand side is rising.  Whether the supply side is manipulated, I don't really know but that is what the gurus are saying.  The Indonesian government is trying very hard to control the mines while China, the biggest producer, is gobbling up much of its own production.

That is where Aussies stocks become very attractive in the medium term.  As the supply demand equation gets sexier, these stocks (based on simple arithmetic) should rise.  Already Toyota is aware of the problem and has supplied KAS with cash for its operation.  What is incredible is how the market is continuing to punish VMS.  It has a growing deposit in Tasmania near the biggest tin producer in this country.  With all the news of diminishing supply and rising price of tin, it is amazing that the market SELLS off this stock.  I like Our Man In Oz article.  So I have put a buy bid on this stock to top up my loss on VMS and hope for an idiot to sell.  In the short term, I might get nowhere or downwards but I rarely buy to profit in the short term.

http://minesite.com/news/venture-minerals-is-poised-to-take-advantage-of-the-strengthening-fundamentals-in-the-tin-market