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

To: Anchan who wrote (53183)	11/20/2007 2:46:56 AM
From: marcos	Read Replies (1) \| Respond to of 78416

Good question, doesn't seem to make much sense, does it ... what we need are carefully researched charts of supply and demand, with all the data points backed up by documentation, showing which mines are running out of ore and which ones are starting up and when and how much will they produce etc, and all the past and likely-future consumers laid out in detail complete with numbers on how much they're going to use and their phone numbers for verification But we don't have those ... so, what if we regarded the price chart as indicative of the line of points where, over times past, supply has met demand and they shook hands and agreed on a price, then we tried by guess and by golly to extrapolate that past into the future using various remembered and/or imagined patterns - that could work ... and if we threw salt over our left shoulders, while swinging a dead cat seven times overhead under a full moon ... Antamina and San Cristóbal are the only sizable new zinc producers, Mehdiabad is out of the picture and will be for a while ... but it looks like lots of little mines all over stepping up production, the odd one starting but mostly just upgrading, and at a pace slightly faster than demand? ... until there is recession somewhere that counts, then quite a bit faster, unless old mines get depleted even faster than that ... there is likely thorough data out there on supply, you'd have to pay big bucks for it, i saw a study on nickel out of London this spring that looked great, they wanted two thousand quid for it and you had to keep it confidential