Oh right, which is what we were talking about, duh ... yes Zincore has a bigtime approach, yet still focussed on the one important property which i like, don't think much of those who scatter big bucks all over the place ... Metalline does pretty good considering how many personnel they have on the payroll, they just keep quite a small-outfit attitude, concerned with costs at all points ... this was always my approach to business, to a fault, i passed up big opportunities by being nervous of costs getting out of control ... can't really see where it is a problem for mmg though, since they have Sierra Mojada locked up solid, and [i believe] we are heading into a period where zinc prices will be comparatively even better than today, as old zinc mines are getting worked out, and there are few new ones coming online
You'll be aware that both znc and mmg have oxide zinc ore, i guess eh ... wonder if any cooperation in re refinery capex will develop between them ... GTI is involved with both, so no doubt there has been contact
[edit] - kex.v - bid .30, damn ... my wife spent the last half of yesterday as best bid after a partial fill, looking for twenty-five hundred more shares, couldn't get em [unbeknownst to her, she was out, and i've learned to not relate the gory details] |