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To: Mr. Aloha who wrote (34572)3/1/2007 1:25:49 AM
From: marcos  Respond to of 78421
 
Both Lithic and Zincore have oxide zinc as well ... wonder what is the possibility of some sort of mmg/lth/znc cooperation? ... especially with lth, since they're much nearer, and in a reasonably secure jurisdiction politically ... no doubt there have been ponderings by others, maybe even discussions

Metalline could use a deal like Alcan got years ago at Kitimat-Kemano, massive amounts of free water flow down a drop of thousands of feet, in perpetuity, in exchange for building a refinery ... not many unspoken-for inlets around now, nor rivers ... well that's a ways ahead, next thing coming is the mine plan



To: Mr. Aloha who wrote (34572)3/1/2007 2:54:18 PM
From: TrueScouse  Respond to of 78421
 
Mr. Aloha:

<<the key is that China imports a lot more concentrate than they export refined zinc, so they're a net importer of zinc, despite what the headlines say about refined zinc. In any case, the global supply/demand deficit situation is dire and about to get even worse, with a sparse pipeline of big zinc projects for the next few years. China needs to import huge amounts of zinc concentrate, but there isn't enough zinc mine production to meet their huge demand.>>

Excellent summary of the situation. Thanks!

Best regards,
Howy