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Zinc could be gearing up for a big sector run so the following is some research thats been put together on Zinc players
From the list RVR PNX seem the standout high grade high value ore plays and GMR is the cheapest of the bunch with a deposit so probably the most leveraged spec
Zinc players Listed from Largest EV to smallest...
Have filled in the resources where I can please help out where ever possible
1. AMI (NSW) EV $152.6m (SP 11c - Cap $42.6m - Cash $15m/Debt $125m) Producer Au + Zn
RXL (NT) EV $35m (SP 2.9c $36m Mkt Cap - Cash $1m) explorer has substantial Gold and Nickel interests too
30% 58Million Tonnes grading 12.7% Zn+Pb, (11.1% Zn,1.6% Pb) 30% only, JV with Teck but very deep underground deposit over 800-900ms deep?
2. MRP EV $27.4m (SP 10c - Cap $31.7m - Cash $4.3m) + Silver and Gold
3. RVR (QLD) EV $25.2m (SP 13c - CAP $28m - Cash or Eq $2.8m) + has plant
Thalaga JORC 2.3Mts@ 6.9%Zn+1.2%Cu+2.3%Pb+0.2g/t Au + 53g/t Ag 15.3% Zn Equiv due to high credits
4. MCT (WA) EV $20.8m (SP 6.8c - CAP $21.5m - Cash $3.7m) + Substantial Lithum assets
JORC 111.3mt@ 2.3% Zn+ 2.7% Pb+ 15g/t Ag Very deep underground deposit 1km deep?
5. HRR (NSW) EV $20m (SP 11c - CAP $45m - Cash $25m) + well advanced into DFS
6. IBG (Greenland) EV $18.5m (SP 3.9c - CAP $19.7m - Cash $1.2m)
JORC [email protected]%Zn+ 0.4%Pb Large shallow resource but alot of uncertainty over the project status mining license
7. EMX (Italy) EV $15.5m (SP 4.1c - CAP $25m - Cash $9.5m)
JORC [email protected]%Zn + 1.6%Pb + 25g/t Au
8. VXR (WA) EV $11.5m (SP .007c - CAP $12.2m - Cash $650k) + Copper/Zinc
Whimm Creek JORC 4.6 Mt @ 0.9% Copper, 1.3% zinc, 0.5% lead, 24 g/t silver
Sulphur Springs JORC 13.4Mt grading 1.5% Cu and 4.0% Zn
9. AUQ (Saudi A) EV $11.4m (SP 2.6c - CAP $13.1m - Cash $1.7m) + some Copper/Gold but outstanding Legal issues
JORC [email protected]%Zn + 0.4%Cu
10. MZN (NT/WA) EV $9.3m (SP 1.2c - CAP $10.5m - Cash $1.2m)
3Mt at 5% Zn, 1.6%Pb and 15g/t Ag
12. PNX EV $6.7m (SP 1.2c - CAP $6m - Cash $500k / Debt $1.2m)
JORC 2.8MTts@5% Zn +2g/t Au +143g/t Ag +1.2% Pb 14.5% Zn Equiv due to high grade credits
13. CZL (Mexico) EV $6.2m (SP 4.4c - CAP $12.7m - Cash $6.5m) + recent lg raise
15. GMR EV $1m (SP 0.5c - CAP $7.25m - Cash $6.25m)
JORC [email protected]%Zn +1.4%Pb + 84g/t Ag
Recent research report highlighting Zinc plays