Looks like you're having none of it Redbeard. Mine depletions, production cutbacks, demand increases will be blown away by those devilish Chinese and cut throat Mexicans.
Mentioned Red Dog because of the harsh conditions and shipping window after you raised similar concerns about Citronen. Don't see jurisdiction as an issue with Greenland.
If you like picking roughies, that's fine for giggles but wouldn't invest serious money into them. Only built my stake in CDV when it became more apparent this puppy had enough class to woo the likes of Macquarie and Nova Scotia, just like IBG with Glencore and Nyrtsar.
At least you see on the potential of IBG rising to $100-200M market cap, which is 3 to 6 times what it is now. Nice returns on serious money. Seems if the zinc deficit bites and/or NFC sign up for finance and construction at Citronen, you won't see Ironbark for cloud of dust.
(20min delay)