I don't know how to do it on a tablet, but, Teck Resources presented at the Deutsche Bank 9th annual global industrials and materials summit last month. Page 112 to 119 is quite interesting
Page 112 indicates zinc mine production in Yunnan province dropped 20% last year. Yunnan it would seem is the epicentre of Zinc mining in China, if it produced 700kmt in 2016?. Considering the secondary processing industries located in Yunnan are
A. Lacking sufficient concentrate feed stock
B. Running down stockpiles
C. Cutting treatment fees
And new mines coming online have lower grades
It would seem a great place to have a nearby zinc mine.... that's as long as the Shan don't restart a civil war.
MYL Price at posting:
7.0¢ Sentiment: Buy Disclosure: Not Held