given the expected shortfall in lead and zinc in the coming decade,because of the long lead in times between greenfield to production and the fact that only 7 years ago mining exploration was in a moribund state,nyrstar want secure brownfield production of high grade smelting ore. cbh have it , toho own some of it,and toho know they need good smelting material as well.
two smelting companies know the ore and both are making a play for it.
rasp is realising new reserves which seem to be very attractive because each realisation,there has come a revised offer.
it looks to me that broken hill may very well be a goer.
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