hi hangseng,
Zinc LME stock levels are also predicted to be around HALF what it is at the moment ( from 450,000t to 230,000t) by qrtr 1 2010, forcasts expect a sharp rise due to the expected under supply!!
Going with the copper increase as well then obviously as uentioned gold will be an add on not main play!!! Probably will fund the required capital to initiate the KP project!!
Cheers,
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