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03/06/16
08:45
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Originally posted by FiendishRedbeard
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Very little if anything on the market is economic below $1/lb zinc, so the listed companies are very much leverage plays to increases well above this price. RVR is the mostly likely to make real money out of zinc, not just mining the market at this stage, some of the others should do very well provided zinc gets traction above $1/lb.
Some others
IGO has cash flow leverage to zinc but its mostly gold and nickel focused.
MTA large leases position for zinc lead silver to farm out
WRM high grade hits to follow up next summer
TCK.v starting to break, largest remaining zinc mine
Ivanhoe mines largest high grade zinc project, focused on copper development first.
EQX could be looking at an african based zinc project
ICG new project in Peru.
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yes I like and am long in RVR - the fact they already have a mill and infrastructure makes them a lower risk higher reward play IMHO