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7/13/16

Yeah you're right, that IKN zinc call has been pretty good so far, thanks for reminding me

Here's the IKN364 piece, published May 1st. And here's how it kicked off:

Zinc: Demand to outstrip supply in 2016
Yes, shameful but it’s true, your author is going all zinc-pumpy on you after sneering at the “it’s gonna happen anytime now folks!” perma-pumping of the sellside in zinc for years. This “Get On Zinc Before It Flies!!!” is a narrative (with obligatory three exclamation marks) that’s been sold to us for years, but this time it really seems to have some fundamentals to back up the wishful thinking..." continues here

And here's a price chart of spot zinc: