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