thoughts, page-4

This is a $2.50-$2.70 stock over the next 6months.
ZFX are major producers of zinc, lead and silver.
There will be a 100kt Zn deficiency of world production over consumption in 2005 and lead stocks are falling steadily (check them out on kitcometals.com). China is now a net importer of Zn and this is a big turnaround. The lead market is very tight and the increasing industrialisation of China will see lead demand jump for lead-acid batteries.
The 25million turnover in ZFX today is very significant and some people are positioning themselves.
Best leverage may be in the options market. Go for a Feb close to the money call or a May call a bit further out.
Today I closed a $1.80Nov call at a very nice margin. Thanks for coming. I am still a fan of the this stock's future. At last, the "Pasminco" mantle is lifting.