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

To: hank2010 who wrote (34125)	2/26/2007 12:26:41 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 78421

The big question mark on zinc is Chinese mine supply. All the analysts assume a huge, unknown ramp up in Chinese mine supply, but if that supply isn't as big as they expect, the zinc supply/demand situation will be even tighter. China is both the biggest source of demand and the biggest source of supply for zinc, though their demand significantly exceeds their mine supply, so they import a lot of concentrate. I think from current prices zinc will far outperform both moly and nickel over the long term percentage-wise as the supply gap becomes more and more evident. I'm invested in all 3, but overweighted toward zinc because of that view. I could be wrong, but my investments should do very well as long as they don't all collapse below historic price levels. Miners of all 3 are pricing in lower prices in the future.

To: hank2010 who wrote (34125)	3/9/2007 9:21:45 PM
From: Mr. Aloha	Read Replies (2) \| Respond to of 78421

FWIW, from their PDAC speech, it seems the Coffin brothers agree with me that zinc represents the best metal to invest in for junior miners. These guys know their stuff... Message 23353730 Nickel – kind of cautious on this Zinc – most unloved through the whole cycle, largely ignored. Hedge guys have not been in the zinc market like the copper market or the nickel market. Coffins are focusing fairly heavily on zinc, smaller ones, mid-tier takeover candidates.