Red Dog is the "big dog" of zinc miners. I'm thinking that it may be time to watch out when its' production comes online They can only ship ore in the late summer after the arctic ice breaks up so I'm thinking that it will start appearing in early Q4.
I also see that zinc prices are nowhere near their highs of last winter or even last spring while inventories are very close to new lows. Apparently the market is anticipating the new supply that will be coming. It may not be soon enough to stop a price surge later this summer as inventories dwindle to nearly nothing.
Cl...haven't researched it yet but there is a Russian Zinc Smelter (Chelyabinsk zinc) listed on the London Stock exchange under CHZN....got that from an ADA poster who was discussing the same thesis you have... Art
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