To add some more data to this debate, OZL produced a pack that was presented at a copper conference yesterday. P 7 was interesting. It showed, for the major commodities, the pluses and minuses, based on a number of criteria. It suggests that Zinc has a lot of latent mine supply that can come back quickly, and that China is almost self sufficient in that commodity. While AB may be a good resource, the economics may not stack up. If it does, it may not be the money spinner that some believe it to be.
HT1.
KZL Price at posting:
80.5¢ Sentiment: None Disclosure: Not Held