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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (19608)	9/8/2003 1:46:53 PM
From: Stephen O	Read Replies (1) \| Respond to of 39344

China exports refined zinc but they don't have enough mine capacity so they import zinc cons. However their exports are rapidly declining. In May they exported 10,000 tonnes , well below the 33,700 monthly average of a year ago. In the first 5 months this year , net exports were 90,000 tonnes, which is more than a half of the exports to the western World in the same period a year earlier. If current low export volumes are maintained then the Western market could move into a meaningful deficit this year. the above is from comments by Kevin Norrish of Barclay's Capital as printed in the Northern Miner of August 4 - 10, 2003. Hence you buy zinc miners Breakwater BWR, Teck TEK.B and Inmet IMN.