re: macquarie update- tastarga Eccoi, if you are comfortable...

re: macquarie update- tastarga Eccoi, if you are comfortable with zinc I prefer PEM to CBH, don't like TZN at all-way too small, HER still has some financial hurdles to overcome amongst other things, ZFX if you can tolerate the historical background as Pasminco and the smelter issue does not worry you for a time is ok -but not much moreso than KZL in my opinion, LAF and probably JML are the ones shortly scheduled to start production.
First preference LAF (with copper credits)- it has moved up in the past two weeks and may still have a bit left in them.
Frankly the others look like 'holds' at current levels on what has been disclosed. Yes I hold LAF, and retain an indirect interest in KZL.
Cheers,TAS