I am an independent investor who is very bullish on the commodities sector. Years of under-investment in the sector has created supply deficits in several commodities, particularly gold, silver, uranium and copper. Additionally, I think reckless monetary and fiscal policy will drive inflation higher and provide another tailwind for the commodities. Given the long lead time involved in mine construction, it will take several years to address this supply shortfall. I believe this creates a long-term generational opportunity for investors who position themselves well in this space.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of WPNTF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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