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checkmate28

07/10/16 11:32 AM

#32512 RE: dr_airtime #32510

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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CPTMatt

07/11/16 6:56 AM

#32514 RE: dr_airtime #32510

Zinc - HBM Hudbay an old board favorite produces a fair amount of zinc (200mt+). Mixed bag of PMs, copper, zinc, and lead.
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Lone Clone

07/11/16 11:05 AM

#32517 RE: dr_airtime #32510

Avoid Trevali. I learned the hard way that they are essentially controlled by Glencore and do not care at all about delivering returns to shareholders.

My largest zinc holding is Tinka, TK.V, which is exploring a large Zn/Sn polymetallic deposit in Peru. Geophysics indicate they might be onto a monster deposit. The share price is sitting until they get their drill permits, which should be within the next few months.

A little guy I am keeping my eyes on is Zincore, ZNC-H.V, coming back from the dead on the basis of the revival in zinc. They control a large Zn/Pb/Cu district in Peru. I have a few shares, very underwater left over from the last zinc bull.

I am also keeping my eye on Heron Resources, HER.to or HER.AX, who are developing an underground zinc mine under an old open pit mine in Australia, as well as reprocessing the tailings from that old mine.

And of course the one get all the pump right now is Arizona Zinc, AZ.TO. I am staying away from that one for now as I prefer to avoid the pumperamas if I can.

If you really want to go to town on the DD, here are my two ZN watch lists. I need to update them though, some of the symbols are no good any more.

Inclusion is in no way an endorsement, and a company's prime focus may be on other metals.

0166.HK A.V AAG-H.V ABI.V ABR.V ABU.AX ABZ.V ACK.V ADD.V ADK.V AEM.TO ALBA.L ALD.V AMI.AX AOH.AX APE.V AQA.TO ARA.V ARE.AX ASX.V ATE.AX ATX.V AUQ.AX AVC.V AVI.AX AVU.V AVX.V AWE.V AXR.TO AYM.L AYM.TO AYN.AX AZS.AX BAJ.V BAY.V BEL.V BFD.V BMK.V BOL.ST BSM.AX BTC.V BWR.V BYU.V CAA.V CBG.V CBI.V CCM.TO CDT.AX CEM.V CFB.V CGMX CLZ.V CON.L CRK.TO CRL.AX CS.TO CSE.AX CSV.V CXB.V CXO.AX CYP.V CZI.AX CZN.TO CZX.V DBL.V DEG.AX DFI.V DJI.V DNI.V DON.V DRK.AX ELN.V ELO.V EMU.AX EMX.AX ENR.AX EOX.V EPL.V EVR.V EXS.V FMM.V FMNJ FNT.AX FOM.V FV.V FXR.AX GAR.V GAX.V GFM.L GMX.TO GPM.V GQC.V GSH.V GTA.V HBM.TO HER.L HER.TO HGO.V HHM.AX IBC.AX IBG.AX IGO.AX III.TO INL.AX IZN.V KAR.V KDR.AX KMI-H.V KRM.AX

LAT.V LCR.AX LEG.AX LTR.AX LUN.TO LYD.TO MAT.AX MCR.AX MCT.AX MD.V MDV.V MFX.V MGS.V MIO.L MLR.V MLS.AX MMM.TO MOR.V MOX.AX MRP.AX MTA.AX MTB.AX MTH.AX MTX.V MXI.V MZN.AX NAR.V NL.V NMI.AX NOT.V NRN.V NRRP.L NST.AX NUS.TO NW.V NYR.BR NZN.V OVR.AX OZL.AX PBM.V PDZ.AX PNX.AX PRB.V PUM.V QMX.V RDK.TO ROB.V ROS-H.V ROX.V RPX.V RRS.V RTH.V RVR.AX RXL.AX SB.V SBB.TO SBR.AX SFX.V SG.V SIC.V SLR.TO SMM.AX SMRS SMT.TO SRI.AX SRZ.AX SSE.V SVB.TO SVB.TO SVT.V SXL.V SYI.V SZM.V TCK THMG TK.V TNG.AX TOE.V TRO.V TRS.V TV.TO TYE.V TZN.AX USA.TO VDO.V VED.L VEM-H.V VXR.AX WAR.V WAT.V WEL.V WRM.AX XAG.V ZAZ.TO ZIM-H.V ZINC ZINC.L ZNC-H.V ZNC.AX ZOX.L