Sorry I made a mistake. I am in the middle of conducting a mine depletion/production analysis and I am only a quarter done. I forgot to adjust a forumla in a column. I will put it up when I am finished and have triple checked everything.
At this stage it looks like the extra production gain for 2012 is 30kt not 250kt. The ILZSG also forecasted a 135kt supply surplus (down from 317kt) this year but a deficit next year.
I need to double check 2013 but it also looks good. I will wait to put it up until I am really done.
KZL Price at posting:
13.5¢ Sentiment: Buy Disclosure: Held
