as aim stated that re-start would coinside with timing of Zn recovery. AIM expected that 2010 would be likely for Zn recovery based on data, well maybe would could see that start-up late next year if all becomes reality? I still maintain a L/T view here and i hope mgnt can pull it all together over the next year.
Zinc recovery on way – Standard
September 15, 2008
Zinc will recover in 2010, when lower output after a price slump leads to a shortage, according to Standard Bank.
“Zinc is one of the metals we’re quite bullish on ... post-2010,” Walter de Wet, the head of commodity research, said on Thursday - Bloomberg
Cheers,
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