Post by
Wasisname on Jan 19, 2021 12:38pm
Bullish on tin?
My investment in Avalon has been based on their Separation Rapids lithium project, although the rare earth project may very well give us some traction as well. I had not really given the East Kempville tin project much consideration; however, that may prove interesting at some point as well. The following is an excerpt from an interview in the Northern Miner with Jon Haykay, President of Stormcrow Capital:
TNM: Are there other critical materials that are overlooked and which we should keep an eye on in 2021?
JH: Well, tin’s long been a favourite of mine. You know, we’ve hit peak recycling levels, the secondary supplies of tin. The best supplies of tin are showing signs of depleting, and that’s worrisome. We’ve gotten pretty close to optimizing the amount of solder that’s used per electrical connection in the electronics industry. And look, we’re in no danger of people buying less electronics. So, the demand for tin continues to rise, while the supply is somewhat constrained. I’ve said for a while that tin is going to be one of the critical materials that we’re going to wake up one day and suddenly realize we’re in trouble. As long as we want to avoid the use of lead in electronics, we don’t have a choice. Tin is the direction we have to go in, so I’m bullish on tin.
Comment by
elitespooner on Jan 20, 2021 9:21pm
They certainly have a footprint in a few deposits, cesium as well. If you like the Tin story, Ive been investing in Strongbow (now cornish metals), both for the Tin and hopefully nickel in the NWT, plus, royalties on the Cantung/Mactung deposit in the NWT. They re just obtaining their aim listing, reason for the pop in the stock.