Much has been said about the commodity price, as it should be....

Much has been said about the commodity price, as it should be. Here's another way of looking at the underlying commodities:


Now Zn:


See the pattern?

As for Breakaway's "report:"

Read the Disclosure, p.17. It provides the perspective one needs for a critical understanding:

www.csdtin.com.au/wp-content/uploads/Research Reports/2014/2014-11-14 - CSD Breakaway Research Report.pdf

Nevertheless, this hard number -- at least until the DFS is released -- was fundamental in my investment decision (p. 5):

IRR at the worst case scenario calculations, where Sn is $20,000/ton is 52%!

Finally, CR.

Not balanced jumping on someone suggesting its possibility. For the record, I believe it has a real probability, perhaps in conjunction with other forms of financing, eg. debt, bonds, convertible debentures.  There. I said it, to some I've blasphemed. It's a probability, that's all. Sheeeeeessshhh...

Cue the dyor screamers, super duper astute readers, know-it-alls, and pumpers.

OV