Hallo, es freut mich auch dass sich der Komapatient langsam bewegt.
Beiß mir zwar in den Arsch weil ich im November von SCZ weg bin aber so ist das Spiel... hat in den letzten 3 Monaten 600%!!! gemacht ;-)
Habe gerade den neuen Newsletter von CZX bekommen wo Stefan Ioannou bezüglich des Zinkpreises zitiert wird.
Lundin Mining wird ja als Großinvestor (Major) nicht mehr angegeben... Aber was sehen meine trüben Augen: Ein neuer Major namens JINTUO tritt auf den Plan.
Bin mal gespannt wann wir mehr darüber erfahren.
Please find below, for your information, excerpts from an interview with Stefan Ioannou, Analyst at Haywood Securities, in the Gold Report dated April 18, 2016.
Regards,
Canada Zinc Metals Corp. TSX.V: CZX; Frankfurt: A0RAQJ __________________________________________________
The Gold Report: Many analysts are cautiously optimistic about the price of zinc. Are you?
Stefan Ioannou: Yes, we definitely have a good medium- to longer-term outlook for the metal, probably sooner to the upside than for other base metals and commodities. A number of key larger-scale mines have shut down over the last few years. The most recent one was the Century mine in Australia, which produced about 4% of the world's zinc supply. It shipped its last concentrate early this year. In addition, Glencore International Plc (GLEN:LSE), Nyrstar (NYR:BSE) and others have made significant production cutbacks. In all, over 10% of world production has come off, so there's definitely a supply issue looming.
Looking to the flip side of the equation—new mines coming on to replace that lost production—there really haven't been any major discoveries or developments in recent times. So we have north of 10% coming off and nowhere near that in new production coming on. A fundamental supply gap is forming, which stands to materialize by late this year, as inventory levels are drawn down to critical levels. Significantly lower year-over-year and spot zinc concentrate treatment charges arguably provide a leading indicator that market participants—namely the refiners—are already anticipating a supply constraint going forward.
TGR: What are your zinc price forecasts?
SI: We are still relatively cautious on the zinc price through this year. We are using $0.80 a pound ($0.80/lb) for 2016, but expect to see some price strength in the latter half of the year. In 2017, we see prices ramping up to $1.00/lb on average and then $1.20 in 2018. It's admittedly a fairly conservative price deck. If you look back to late 2006, when we saw inventory levels get to a critical level, the zinc price spiked up to $2/lb. Nevertheless, our outlook for the metal is bullish.
About Canada Zinc Metals Corp. (TSX.V : CZX ; Frankfurt: A0RAQJ ) Canada Zinc Metals is a mineral exploration company focused on unlocking the potential of a future long life mining district in British Columbia, Canada. The Company is the dominant land holder in a world class mineral belt called the Kechika Trough which hosts in excess of 80 million tonnes of base metal resources. Canada Zinc Metals owns a total of 77,855 hectares in 235 mineral claims which extend northwestward from the Akie property for a distance of 140 km. The Company has outlined a NI 43-101 compliant mineral resource at its flagship Akie property, including an indicated resource of 12.7 million tonnes grading 8.4% zinc, 1.7% lead and 13.7 g/t silver (at a 5% zinc cut-off grade) and an inferred resource of 16.3 million tonnes grading 7.4% zinc, 1.3% lead and 11.6 g/t silver (at a 5% zinc cut-off grade). Using this estimate, the deposit contains 2.35 billion pounds of zinc, 471.8 million pounds of lead and 5.6 million ounces of silver in the indicated category, and 2.65 billion pounds of zinc, 482.2 million pounds of lead and 6.1 million ounces of silver in the inferred category (at 5% zinc cut-off). The deposit remains open in all directions.
Tongling Nonferrous Metals Group, Jintuo (Canada) Investment Co. Ltd, Teck Resources and Korea Zinc are significant shareholders of the Company.
Teck Resources and Korea Zinc have also entered into an option agreement with Canada Zinc Metals in relation to 3 of the Company's Kechika Regional Properties.
Bis bald.
Gruß
Ebbe ----------- Alle von mir abgegebenen Statements und Postings stellen meine persönliche Meinung dar und sollen niemand zum Kauf oder Verkauf von Aktien animieren.
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