the australian, page-8

Firstly, I hold this stock so I'm not trying to talk it down. For a still under 30m market cap its good value. However, I dont find your response compelling. The key is the brine producers are lower cost, saying they are located in environmentally sensitive areas is a cop out, could say that for any mine. Yes there may be a window of a couple years before the brine operators are up and running, but no successful mine has been based on a couple years of good cash flow, they need long term certainty. Remember to believe your research, not what the company says. Having followed GIP for a few years I'm not too confident on tantalum either, read a recent article about a japanese scientist who came up with an organic material that might be a perfect substitute for indium and tantalum. Lot of risk in minor metals.