Regarding the POZ, you may have noticed stolly's posting...

Regarding the POZ, you may have noticed stolly's posting today:

http://en.ce.cn/Industries/Energy&Mining/200704/05/t20070405_10938149.shtml

"The government may remove the export tax rebate on high-purity refined zinc in a move to promote zinc imports.

Plans are afoot to remove the 5-percent export tax rebate on zinc over 99.995 percent pure, Zhou Guobao, director of the lead and zinc division at the China Non-ferrous Metals Industry Association, was quoted by Shanghai Securities News as saying.

The proposal is subject to approval by the State Council, said Zhou, but did not elaborate when it will be implemented.

China's zinc demand will rise about 10 percent this year from last year's 3.4 million tons, said Zhou. Zinc prices will remain high at around 28,000 yuan to 30,000 yuan per ton in the domestic market, he added."

I'm very comfortable with holding a stack of INL for the medium/longer term.