Zinc/copper production and tin!!!, page-4

Another interesting opinion on zinc albeit brief.
(bolding by me)

JK: Well, I’m still favorably inclined to zinc. In the commodity talks that I listened to yesterday they said, “Well, you’re going to have to be patient for another year. The breakout probably won’t happen until 2016 because we are still in a slow global economy.”

The American economy is just starting to pick up and we need to see how China deals with its slowdown. And, of course, there’s still a big pile of zinc in the warehouse that needs to be worked out to that critical point where suddenly it goes to $1.20. $1.20 is sort of the magic breakout point for the market.

But this is the time to start putting money into juniors that have existing zinc assets, or ones that there’s zinc mineralization there, and you need to do some more drilling to start establishing the economics of developing it.

So, that’s the metal amongst the whole base metal group that I think has the favorable near-term outlook.


http://scandiuminvestingnews.com/167-john-kaiser-theres-an-enormous-latent-demand-for-scandium.html


CSD is apparently cashflow positive now ...... bring on the breakout I say