re: takeover dreams linliu 3 things we need to worry about dumbarcle which all go hand in hand:
1) News on Offtake
2) News on Finance
3) Long Term Zinc Prices
Point 3 will help shape the offtake arrangements, but may not be relevent once offtake arrangements are set depending on whether the arrangement will be based on spot prices or hedged.
Zinc spot got smacked down on friday but the following article written last week may allay concerns.
http://www.miningweekly.co.za/min/utilities/search/?show=91594
Cheers
Wilf
re: takeover dreams linliu 3 things we need to worry about...
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