Ultimately the point being that such an increase,even if not all that accurate, is in the ball park Rob,would well and truly covered any spot/short term demand whilst the big fellas were knocking back their stockpiles.
The other factor that some might not take into account is that shift of ore processing to Asia so the DRC ore/as well as the non-compliant logistics stuff has a free shot through Asia as we have mentioned.
In the end Ta demand will have to pick up and cover some of that 30-40% knocked out during the GFC and they will need a big project to come on line.
Anyway Merry Xmas Rob and thanks for all the research efforts on this.Its not often a stock is covered quite so well as GIP is.It would be nice for holders to see some decent advances soon after the new year but it seems NO ONE rushes the tantalum supply chain!
d.
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