excerpt from the afr ..., page-9

Anything is possible. That's the problem. But with zinc at 91c and the dollar at 1.03, the cost margin is still too great. Sure it's improved a lot from 72c & $1.09 (37c gap) to 12c but it may not be enough of a buffer. If the differential was lower to 5c or ideally parity then sure. KZL hums when the AUD is .90 and zinc $1.10 but this disparity can equally very rewarding or damaging. An AUD at $1.06 this quarter did a lot of damage.