Apologies arsenic as I did misinterpret your post. 18 months to production makes sense, though SP will boost from ML and run with the zinc price. We might get the 2nd half of the shortage, and expect zinc will stay above a $1 for quite a while.
Be interesting to see what the reworked profits look like from the reduced oil prices, which I believe will be released when they announce the next step with NFC - should be another juicy boost.
Just wish we knew who's still selling, pretty solid on Friday. Be interesting to see the action on Monday after zinc rose over 2c to 97c per lb on Friday.
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