zinc, page-11

http://www.kitco.com/ind/MetalsReport/20130213.html

a few day old...but still interesting in my view:

TMR: Are there some companies a little lower on the food chain that you're excited about?

CE: Investors should look toward specialty metals like tungsten and antimony, or base metals like lead and zinc. Those are the areas where there's a critical shortage of product and a deficiency in the construction of additional mines over the last 10 years. Zinc production will fall as some of the biggest mines in the Western world shut down over the coming year or two. They will not be replaced; the cupboard is bare. That lays out a scenario in which zinc could go from $1/pound (lb) to $1.50/lb in the space of two years. I don't see any potential for major metals to make that type of move.

A zinc price of around US$ 3000 ton would have a substantial impact on the profit of Perkoa....