looks like zinc is pushing on and breaking out to new 5 year+ highs
tally that with inventory at 5 year lows and falling + zinc supply falling due to projeects coming to end of life this year
- development projects are in all likelihood about to rerate in a serious way
investec may face the easiest commission since selling coal projects in 2010 - with a far more sustainable trend setup due to lack of new projects available to come online
imagine theyll do a jv with a new strategic& offtake partner taking a 10-30% stake in return for big cash injection at premium to current prices
thats the beauty of white hot demand
TZN Price at posting:
13.0¢ Sentiment: Buy Disclosure: Held
