MCT - It's all about the Zinc

Thought it worth starting a new thread as IMO its important to remember that MCT is primarily a zinc player and how important this is in the zinc bull market. A few points to make.....I will just pull out the key points as the nuts and bolts have been posted recently.

1. CheyneD posted a great comparison re Financial metrics for the Beer & Co Research Report which is food for thought re the current valuation.
2. Zinc is the leader in the base metal bull market. The long term (10 year) technicals are very strong and reflecting structural change.
3. Zinc is 10 times the market of Lithium. Yes, 10.
4. MCT's Admiral Bay is arguably the LARGEST zinc project (allowing for the exploration upside) in the world.
5. MCT has both short and long term projects.
6. The MOU's with the Chinese ARE already being acted upon with AB testwork with Minmetals. That is important as some in the market perceive little value to Chinese MOUs.
7. The PFS is around the corner....
8. The price of entry re AB development has come down substantially thanks to Matt and the team finessing the approach.

So, in summary, MCT is an emerging potential "category killer" in Zinc, which has a robust trend and a massive market with shortfall. As posted before, brokers and the market is getting in on the sector and the comparative values with peers and the sheer scale of the zinc portfolio will not go unnoticed for long IMO.

I personally don't think too much about the Lithium/Cobalt projects as "company maker" as it is highly speculative on exploration but in the case of Zinc - the resource IS there and there with immense scale.