Yunnan is the Chinese province next door to Myanmar. Yunnan Tin source practically all their tin ore/concentrate from Myanmar or Yunnan mines and some from their beneficial ownership share of Renison. From my understanding most of MLX’s share of Renison goes to Malaysian smelters.
I think Renison production/sales will be down on last quarter based on guidance (last quarter 2kt / 8ktpa, revised guidance is for 7.0-7.4ktpa for full year so last three quarters must be approx 1.65kt-1.8kt).
I can’t see Nifty being of big enough scale for FMG but a JV is a possibility with a smaller player (ie SFR).
Ann: Copper Assets Strategic Review, page-51
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