Current supply constraints are only relevant if supply can’t be expanded with demand. Right now there is no real demand for either Cu64 or Cu67 so there is no supply. CU6 doesn’t need supply now, it needs it in 2 years time. The only question we should be concerned about is can Northstar scale up production over the next two years.
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3 | 3790 | 6.690 |
1 | 297 | 6.680 |
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Price($) | Vol. | No. |
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