Everyone assumes this is a done deal bc of the grades are so good but only one other user has mentioned the metallurgy. Yes I want this to go to $10 but the question hanging over WA1 atm imo is the metallurgy. Na and Ta are very similar and can be quite difficult and expensive to seperate so that is the next big de-risking event. If there was no tantalum then we'd already be closer to $10 imo. Araxa has no tantalum. I have no problem airing this here bc any pro buying already knows this. For sure retailers can push it north, but they can't hold it there for ever.
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