RE:RE:RE:RE:RE:RE:Anyone here?The wild card in play here is zinc. Back when AZ Mining was bought out, zinc prices were nearing record highs. There is 100+mm ounces of silver, but SVB only retains 30% ownership of that if the JV proceeds to full fruition. Hence, the zinc is what will really make or break this project.
SVB management was so high on zinc a few years ago they totally rebranded their whole approach and were marketing this as a dual silver-zinc play. I know most of us here aren't in it for the zinc, but it is what could really end up making or breaking the future prospects of the project. As I said in a prior post, I think we should expect around a 5 bagger for a base case, but if zinc catches fire then maybe we start talking 10 bagger.