Yeah, I'd say any metal is going to be a bargain at some point. Being in the steel business I know what the appetite for steel alloy is, so any company supplying things like Nickel, Moly, gold or copper won't stay down too long. China will start buying like crazy if it gets low enough and drive the price up fairly quickly.
That being said, a lot of those companies had some pretty inflated stock values over the last 5 years.
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