RE:We are all focussed on zinc but...Very good point ILUVDIVIDENDS.
At 8 times cf multiple, zinc is the main driver for valuation at around 3 cents per share for every penny increase in zinc price. Lead is also about 1 cent of increased valuation for 1 cent of increased lead price. Silver is about 3.5 cent valuation for every $1 increase in silver.
I don't know of any pure play lead companies. Back several years ago, Ivernia was a pure play but they had alot of trouble with lead poisoining. Someone bought them and they are sitting idle.
I have the name somewhere.