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Re: dr_airtime post# 32510

Sunday, 07/10/2016 11:32:20 AM

Sunday, July 10, 2016 11:32:20 AM

Post# of 35729
Dr Air, Re Zinc TK GORO EXN Unfortunately I don't know alot about zinc except for what you said. Alot of zinc supply has come off the market with the 2 mine closures plus Glenncore and Nystar took a million T/Yr off the market.

I think demand will be effected by the global economy - China weather it slows down or not. One question, Can Glenncore and Nystar just turn it back on when economics increase. 2.3 oz zinc per ton of earths surface.

http://www.criticalinvestor.eu/zinc

I've been aware of the zinc shortage and my way to be on board, is to have polymetalic minors like Excellon and GORO who have plenty of Zinc for credits. They can increase Zinc production if it turns economical and turn it back if needed. Personally One story I like for Zinc, is TK Tinka Resources, only because I know a few things about the company. They are drilling one hell of a polymetalic/zinc resource and looking to sell to their north neighbor BHP Hilton for a $billion some day. Heres a story where I want to be careful to not be too early, sitting on dead money that could be in gold or silver. Pretty shrewd mgt also. This could fall in the category of extremely good sit and wait value though.

My one cent opinion. Like to here more weigh ins on this.
Checkmate28

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