http://business.financialpost.com/2014/02/05/how-to-play-the-impending-zinc-supply-cuts/
http://www.theaustralian.com.au/business/opinion/lowly-zinc-set-to-scale-great-heights-as-sentiment-turns/story-fnciihm9-1226747845302
'Ironbark Zinc (IBG) put out a presentation during the week pointing out it is "one of the few remaining zinc stocks on the ASX", yet it is capped at just over $20 million. Broken Hill producer Perilya (PEM) is being taken out by Zhongjin Lingnan, which had the foresight to take a controlling interest at the depths of the GFC in February 2009.
IBG owns the Citronen zinc project in Greenland (about which country, more below) with 71 million tonnes at 5.7 per cent zinc and lead. The presentation shows how zinc prices have lagged: they're up 143 per cent over 10 years but overshadowed by iron ore (up 896 per cent), lead (366 per cent) and copper (322 per cent).'
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