Sorry ST, theres no conspiracy theory here in my suggestion. If you read it more closely, I clearly state that should one continue to believe in the small micro cap nickel plays then UMJ may be a possible switch idea.

Clearly they are producing some positive cash and are not loaded up with debt and other obligations - yet. But as others have suggested it will require a large cash intake to increase production.

And if you read the note again, I also suggest that there are other companies that are much better aligned to the commodity growth story than the Timmins nickel plays.

Hence why an investor should do some dd further on UMJ. It was just a suggestion.