Griffin: Zinc and Gold Producer - Resource upgrades anticipated?

I can not quite understand the last few sentences of Lonnegan's interview, above... anyone else help me with that?
I did apprecate that this is good advice: from the middle of his talk:

' .... I think nobody really knows what the right level for a lot of these commodity prices is now. I think the most sensible thing to do is to buy a diversified basket of mining stocks. That to me is by a mile the most logical investment strategy from here, because the interesting thing is that the equity market does not believe these prices. And so why gamble on the price when you can buy an asset that’s already discounted a major decline in the price?....'
- In my case I've don so for a while, up to two years.
- a diamond miner
- gold producers
- zinc producer ( GFM)
coal mining. etc.
- a Moly explorer and a copper one, to be added to soon.. ( Canadian)
even so maybe the best buy of all is to hold RAB ! a play on many such companies, and MLWM the Fund. I dislike RAB, but it doesnt not mean I'd never buy it.
H.