Ann: Final Drill Results from Oposura West Zone, page-18

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tangs

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07/06/18

15:11

Post #: 33567643
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Originally posted by dolcevita ↑

How about the fact that Herron won't be in full production until 2022?
That was seized on by a poster (also in these threads), to say that they will miss the optimal time for zinc prices...and Herron is therefore suboptimal.

Post #:
33360329
HRR aint scheduled to reach peak zn production til 2022 (at the very earliest). Most analysts I’ve read see global supply ramping up well before then.

HRR will be late to the party imo. This is why the stock price isn’t particularly tethered to the commodity price. Its not even a good trading stock. It just hangs flaccid like a droopy flag, barely stirring in the occasional piece of newsflow

There’s better options out their lads, I think. See RVR for eg, popped 9% today on the mere hint of a little zinc rally. You all deserve better

Really? Not even a good trading stock. Not another one! This shtick including the last line sounds so terribly familiar… (PS correct usage: it's "there". There's no "their" there.)

Somehow the comparitive advantage of AZS' Oposura timetable with a rapid 12 months into production from decision to mine in mid 2019 hasn't translated into the AZS threads.

Let alone the cheap capex, likelihood of presales for funding, cheap opex, high grades, none of it seems to register.

As for Herron, apparently the sustained nature of the zinc supply deficit hasn’t registered for that poster either. It was pointed out in discussion in HRR, but nup.

BTW I'm not having a go at the poster, I'm having a go at the reasoning. Two different things entirely.

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HRR may not be in PEAK production but in production by year end .A lot of tailings which are lower grade but they don't have to mine !
So , how is that missing high Zn prices ?
You expect production from Ospura when ....2020 ?
I don't believe it myself !

AZS Price at posting: 23.5¢ Sentiment: Hold Disclosure: Held
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Ann: Final Drill Results from Oposura West Zone, page-18

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BCI reaches close of funding facility for salt-first part of Mardie project

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