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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?

To: que seria who wrote (34021)	2/25/2007 11:05:40 PM
From: jackjc	Read Replies (2) \| Respond to of 78421

The major houses and banks, RBC, CIBC, HSBC, etc produce regular reports on the metals, listing existing production and that coming on stream showing name of mine, start date, production, etc. Just look it up. I have read many of these from beginning to end. For zinc metal they often do not have a source to fill the demand. So they state in summary that they assume such supply will be forthcoming or the demand can not be satisfied. Price rationing of course will balance the demand but they will not guess at a clearing price. Often just use the present price for the next yr or so then assume a decline. When you subtract the mines being depleted and add the world demand (assuming no worldwide collapse) there is a supply gap which worsens for many yrs. But will of course eventually be filled. Maybe China can get some fast production w/o env concern, I dunno as the info is not avail. Many analysts including Coffins, Roulston, Kaiser, etc consider Zn to have the best future price performance of the major metals. But almost all do not expect price advances for these metals. The trick is to find jrs which can be put into production profitably while prices are still elevated, or just play producers for a less leveraged position. Some of us like MMG for the size, grade, country risk, in fease status, Amex listing, and the fact that the oxide ore that they have can have a production cost about 30% under the others, a major advantage. But it ain't a mine yet so has plenty risk like the others.

To: que seria who wrote (34021)	2/25/2007 11:58:37 PM
From: hank2010	Read Replies (1) \| Respond to of 78421

re MMG. I do not think the market is anticipating more zinc deposits, but rather that not enough people know the MMG story. Tungsten - I am still researching.

To: que seria who wrote (34021)	2/26/2007 12:02:35 AM
From: Mr. Aloha	Respond to of 78421

You have to keep in mind the relative size of the markets for these metals. Global demand for zinc last year was over 11,000 tonnes, over 8 times the demand for nickel and about 60 times the demand for moly. Because of the much bigger size of the market, of course zinc will be more common and it will be easier to bring zinc deposits into production. However, the pipeline relative to the size of the market is much smaller, especially considering that LME zinc inventories had a supply deficit of over 300,000 tonnes last year vs. about 30,000 tonnes for nickel (there are no LME moly inventories and no futures for moly). Any new zinc mine production will have to offset this deficit, mine depletions, and growth in demand. That's a huge amount of new zinc supply that's required just to avoid depletion of zinc inventories. That supply just isn't there in the pipeline. I mentioned earlier that there are a number of huge projects in the pipeline for moly. Nickel also has a few relatively huge projects in the pipeline, with CVRD's Voisey's Bay and Goro mines each expected to supply about 4% of global demand, much more than last year's LME supply deficit. By contrast, there are no zinc projects in the pipeline expected to supply even 2% of global demand. Nickel's been in crisis mode recently because of the almost nil inventory available, and I think zinc will be heading to the same type of crisis pretty soon as the remaining inventory dwindles away. The reason MMG has been weak recently, as has been discussed on this thread and the MMG thread, is not because there is going to be excess zinc supply, but rather primarily because of the unlocking of millions of shares from last year's private placement.

To: que seria who wrote (34021)	2/26/2007 1:41:28 AM
From: Sultan	Respond to of 78421

primarymetals.ca

To: que seria who wrote (34021)	2/26/2007 2:52:51 AM
From: muscadine	Read Replies (2) \| Respond to of 78421

que seria, I found these tungsten plays. I only own one, EPL.v, but for its gold/silver properties rather than tungsten. AMH.v: Amanta Resources, 36,633,389 shares BBR.v: Brett Resources, 35,415,766 shares DNI.v: Dumont Nickel, 86,143,010 shares EPL.v: Eagle Plains Resources, 53,310,873 shares GWY.v: Galway Resources, 31,305,976 shares GXM.v: Geodex Minerals, 38,994,902 shares KRX.v: Copper Ridge Exploration, 59,548,157 shares NTC.v: North American Tungsten, 106,289,902 shares, JV with CLG.to PLY.v: Playfair Mining, 44,256,919 shares PMI.v: Primary Metals, 12,490,259 shares, low volume but looks legitimate and interesting QGX.to: QGX Ltd, 45,908,956 shares SMD.v: Strategic Metals, 43,984,645 shares, Pinetree owns portion so likely legitimate TBR.to: Tiberon, 75,519,695 shares, subject of takeover attempt muscadine