"So Syncon is a product tantalum customers were crying out for even back then when the price was lower."
Imo its what the tantalum supply chain is forcing itself into now.
The supply chain has problems with
* sourcing authenticity(legality)of the ore.
* verticle costs to the ore consumers.
Going to Syncon for the large ore consumers solves both these problems as they no longer have the expensive concentrating process to Syncon and there is no question over the origin of the concentrate as the illegal sources dont have the capital backing to process to Syncon.
Its a win win for the supply chain.
BUT will KfW/DEG see it this way!!!
market sentiment in specs and abu d finance, page-9
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