Zinc supply-demand deficit, page-36

All About Things Shanghai Stock Exchange

A fairly balanced view regarding plunges and swoons from The Economist:

http://www.economist.com/news/leade...stocks-casts-doubt-pace-reform-china-embraces

I think this may put CSD stuff and owners in a better perspective.

OV

PS Q, I'd like a full quarter of audited "normal" mining and selling before making any calculations. (Which I actually wouldn't bother mathing  down to a daily level. Why? Quarterly is plenty. Dry season, wet, ok. After quarters, seasons, comes months, days (your request); next,  dayshift? night? hours?... No. The effort would add nothing to my understanding; it is silly.

PPS What is truly worth such deep due diligence -- and I'd jump on any link provided -- are the covenants of the quarterly payments.

PPS At this point 11.07.15 there is still NO announcement of drilling starting! If started, a PR point has been botched/missed. If not started then my concern grows as my patience wanes. Hand holding kissy face meetings, and summer camp sing songs are the domain of children. Not professional by any stretch.

Einasleigh geos discussing the rock sampling:



... ya think...