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ZINC UPDATE
#1

Thought I had posted on this company once before but couldn't find the thread.  Anyway you'll see a very nice updward performance trend in the PPS.  This is due to the fact that their new zinc recovery plant (they are not a zinc miner) is up and running at full capacity and they have more upside.  Additionally, zinc forecasters are projecting a global supply shortage.  If true, then this upward trend will continue for a good while.  They are now the world's lowest cost producer of the zinc products they produce.  So at any price, they will be the leader.  They also have some very sweet arrangements with multiple steel mills which pay them to take the EAF dust that mills produce and which is a hazardous waste.  ZINC takes this material they are paid to take, and recycle it to recover rthe zinc in it and other salable products.

You can read more on the company but they have a great business and are doing a very good job of improving it.

A long term hold for me.

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