Eventually it will be either Sibelco or Mitsubishi over DRX or MLM IMO. Looks like Metallica will be the first to go and that was made obvious when Sibelco backed Diatreme with some serious money.
Maybe Mitsubishi and Sibelco are already in negotiations.
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- Ann: Diatreme advances EIS and port planning for NSP
Ann: Diatreme advances EIS and port planning for NSP, page-8
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