With the "correction we had to have" over where to now. I read the ZFX posts as well to get an indication on the zinc story. KZL is more than just Zn but it appears to be driven by zinc stories. The LME stocks are on a constant negative gradient with a 3 to 4 month supply in stock. Are there any big supply increases in the pipeline? Will the christmas/holidays season affect supply/demand?
The ZFX posts are suggesting values of $25 in the new year. Does that place KZL at $9 to $10?
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