Q: Given the turmoil in Mexico would you lighten up/ or sell most investments in Mexican silver producers? If so, can you recommend silver producers in safer jurisdictions?
With apreciation,
Ed
With apreciation,
Ed
5i Research Answer:
DV and ABRA could be alternatives. The headlines from Mexico are of course bad, but we would manage exposure rather than exit completely. Mining is of key importance to the country and it should be able to get a handle on things in the right areas. The stocks have already reflected a lot of concerns, and any improvement in reality or even sentiment could see decent gains in share prices.