ZFX zinifex limited

I believe ZFX are better off proving up their own resources as...

  1. 157 Posts.
    lightbulb Created with Sketch. 4
    I believe ZFX are better off proving up their own resources as quickly as they can - hopefully this will help their rerating.

    After going XD hopefully an analyst will rerate them as a pure miner without legacy smelters hanging around their neck (and sp).

    Then hopefully someone will highlight the true picture on short term zinc supply/demand. Read what zinc miners are saying.

    Finally, hopefully weakening USD will encourage speculative demand for all commodities and non-USD equities, especially those exposed to BRIC.

    I have a lot of hope.
 
watchlist Created with Sketch. Add ZFX (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.