2006-2007 Deja VuHistory repeats itself. Oversupply, undersupply. The undersupply this time around is going to take us on a ride. At 8 times CF, every cent increase in zinc will generate about 3.5 cents higher share
target. Every 1 cent increase in lead generates about a 1 cent share target sensitivity.
And they will be increasing production next year with new zone and the next couple of years with doubling capacity of Santander and then expanding with Heathe steele complex.
The diversified miners have to be chomping at the bit to get this company. As with all things, it is just a matter of time. My opinion and I am sticking to it.