Just to ask, what metals are you bullish on? Also have you looked at rare earths?
I think rare earth miners will rise much in the long term, when
nuclear energy based on thorium becomes a reality.
Uranium is needed to initiate the chain reaction, so it may rise too, and probably is very cheap today because of the japanese disaster.
See this video:
http://www.youtube.com/watch?v=D3rL08J7fDAHe says that thorium is largely produced as a by-product of rare earths but there's no demand for it.