IBG Ready to surge, page-8

The fundamentals behind those charts are the important bits; Low supply while continued demand means the supply that is left is a touch more expensive. Actually, given other metal prices are subdued due to oversupply, then manufacturers will be able to spend a little more on securing the zinc supply. (I'm thinking steel makers could upgrade the strength by adding zinc for hardly any costs because IO is dirt cheap.)

Btw, Forge, a dollar share price at this stage makes for a $440 million market cap. That's the price they need to pay for the Capex. Until funding is sorted, which is reliant on that mining licence being granted, I'd dare say we might have a run but it might be muted. If, on the other hand, they come out with news on one or both, then that's another story.

Unfortunately, I've seen the tin scene in similar circumstances do a back flip. I guess that's why companies like to diversify.

;-)