IBG 0.00% 0.3¢ ironbark zinc ltd

zinc supply deficit graph, page-19

  1. 3,059 Posts.
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    Be very careful thinking it will continue.
    the previous zinc bull run was tempered by many sudden arrivals of large amounts of zinc into the warehouses. Most of this came from hidden stockpiles and i suspect it will happen again this time as well.
    It may also be that large mines like red dog have halted shipping due to winter freezing them in. I believe red dog only ships for a few months a year. Its worth being cautious at least.
 
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