increasing zinc deficit, page-199

AMI and RVR are both expecting cash outflows this last quarter, and RVR is only expecting to produce after waiting for the 'right time' to capital raise and fix up their plant... They mention the end of 2015.

I know an Ex-Kagara asset that is expecting cash inflows this last quarter but I'll let you work that one out for yourself.

I'd also say that AMI's planned zinc rate is 10,800 tonnes... For 7.5 years?

This other company I know has recently re-confirmed almost 2.5 times that production this year (plus copper, lead and silver) and its market cap is well under half of AMI's, even after all shares are issued.

And in regards to IBG, they are talking about 185,000 tonnes per annum or about 18 times AMI's amount (as long as they can find a spare US$429 million for the capital costs and then construct it while zinc runs hot) and that's for 14 years!!!

Is MUX even in zinc???

PLD... Explorer? Hmm. Looks okay with the market cap being so small and an okay ambition and reasonable location.

Anyway, I hope these all shot through the sky with the bounce in the zinc price. In Aussie dollars, the zinc price is currently $2828, so I agree that homegrown zinc producers (and explorers) look mightily cheap.