Revisiting Tin and the Tin Picks

I covered tin at length last year here and here. Several readers have asked for my latest thoughts on both the metal and the companies, so here they are.

In addition, I have some further information about the renewable natural gas company I covered here and here, which is going great guns. I was hoping for a quick 70% win and we have it. There is plenty more (renewable natural) gas in the tank on this one. Spool down to the bottom for that.

Finally, coming up this March, as well as my usual output, we have another report on investment trusts coming from Dr John as he reviews the “star managers” of the industry.

And I have invited veteran mining analyst Kai Hoffman to give paid subscribers his three best mining companies to own in 2023 - so look out for that as well, coming later this week. Kai knows his onions (that’s why I asked him).

Tin - not glamorous, but essential

Tin might not be the most glamorous of metals, but it is essential to the global electronics industry: to semiconductors, to electric vehicles (EVs), to solar power, to the rollout of 5g and the internet of things. Its main use is as solder (around 50% of annual demand). There is no substitute. It will play a key role in the (doomed) attempt to reach Net Zero - you know my thoughts on that).

The tin miners are beholden to the tin price itself. They’ll sink or swim with it. So let’s start with that.