The best way to profit from a rise in the price of zinc is to be long some zinc. If you try to pick a company whose stock price will go up if the price of zinc goes up, you've got a whole other set of problems. In other words, you could be right, and the price of zinc goes up, but still lose money. Look at the price of silver versus the price of CDE, for example. And you can leverage the hell out of owning the commodity itself if you choose to do so.