S32 1.35% $3.66 south32 limited

Hermosa the monster, page-67

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    Global zinc demand for renewable energy technologies will continue to increase during the next decade, from 109,300 metric tonnes in 2020 to 364,000 in 2030. Solar energy is anticipated to account for the largest share of zinc consumption, with a forecast volume of 162,000 metric tonnes in 2030. This is just some mathematics of scale with some countries no longer exporting or at the very least retaing a higher percentage for future proofing volumes for work ready metals.
    Im writing up my own thesis or paper as to this interesting discussion we have going on here.
    There is some very good reading in this thread,subjective or other wise.
    Im still averaging down quite a lot,more than i should,but i can not find another mid tier diversified miner thats well managed that quite possibly have fundies doing a ruler prognosis on this company for breakup or other wise.
    Zinc & Lead may very well be critical going forward for coating & a safer option than heat proned lithium battery technologies,hence now Nasa have converted along with the US Military.
    Those 2 entities alone could MOU shovel ready Hermosa.
 
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