Zn & Pb Projections In agreement on the demand/supply equation scenarios with projected commodity shortfalls manifesting in 2013, however, TAM also started talking about PPP construction starting in 2007/2008. I believe there was previous mention of the 12th of never plan, so if you want to extrapolate the equation out given that this crew NEVER delivers, one could realistically place the construction start-up into Q3 2016. By then, they will have missed the proverbial boat and who knows or cares what the fully diluted will be by then. Probably Renvest will take the project private as they call in their chips on the outstanding loan - currently at $10 million.