"Many (Chinese) smelters are in agreement that markets have overreacted to China's lead and zinc surplus, according to the industry insider".
http://www.resourceinvestor.com/pebble.asp?relid=44437
From my experience overreactions are more overdone on the downside. Could only image what Zinifex would be worth in present market <$5 I'd suggest. IMO will turnaround as fundamentals come through in medium term and clouds disperse.
OXR
oxiana limited
