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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers
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To: koan who wrote (40639)5/22/2007 1:45:00 AM
From: marcos  Read Replies (1) of 78425
 
You have to wonder how many of these chinese 'hedge firms' like Red Kite for instance are maybe just divisions of the Red Army, which runs all kinds of businesses all over the country ... this makes their posted 'military budget' quite bogus, as they're operating some truly huge slush funds whose books are unlikely to be found on the internet ... LC has it, we won't know what is happening until after it has happened

With zinc though, there just aren't any new big mines coming online, and old ones are having trouble or plain running out of ore ... the metal the chinese are importing is largely in the form of concentrate, more so than previously, this is one thing i read recently, and this allows them to show net exports of finished metal at times, while really far more zinc comes into the country than leaves ... they'll be doing this early-on sort of infrastructure building for quite a while, it's not late in their development cycle, and it's the kind of construction that takes lots of galvanised steel ... bridges and roads - culverts alone must take an enormous amount of zinc

All my top zinc plays can do real fine at half the current price anyway, so not too worried about it long-term ... nice to get a tailwind once in a while though eh
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