Oe has to also keep in mind there will be a lot more...

Oe has to also keep in mind there will be a lot more rationalising of the mining industry in boom times as they are all cashed up.ZFX and the OX arnt the only merger going on and the OX is hardly a zinc specialty.Its interesting that ZFX in fact devulged itself of its smelter ops to become purely a mining house probably with the aim of merging with the likes of OXR.Ys it might give them some better economies of scale but that wont neccesarily make their mines any more robust.

I the end it comes back to supply/demand.much wll depend on just how Mac River and greenfields projects like tala Hamza shape up.At these prices those restarted mothballs will be back into mothballs in no time which has been one of the main reasons weve seen a surplus market as of late imo.

d.