"But I'm sure, just to be on the fair side, other Zinc ASX listed will also appreciate in value, as long as there are no F up (such as ownership issue, court case, run out of cash, failed CR...........)"
Yes, agree they are all part of the nano risk profile. However the way I see it, the elephant in the room here relates to supply being relatively price-elastic. A quick glance at the 25 yr chart shows this very clearly. This happened just recently with Nickel. The Indonesian ban on exports saw the price briefly spike and then just as quickly deflate when the Philippines came in to make up the difference. The fact is, most of these analysts spruiking the next Zinc boom have no idea what is happening/can happen in China because the system over there is opaque to outsiders. And it is the Chinese swing producers that may decide whether all this eventuates or not. Chart below of the recent Nickel spike.
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