starting to look good, page-22

re: startling domum/tas Perhaps your scenarios right and mines wrong.Like I said one can only consider my thoughts as to how this will play out as conjecture unless the situation unfolds as I think it will of course.

Theres a lot more info in that presentation that leaves the stockpile situation well and truly open to interpretation and Cabots say so themselves.

Questionable Tanko tantalum capability at a good price(underground op).They are into that more for the ceasium.

2006/7 demand????

Growth in the Tantalum sputtering targets demand due to Cu IC circuitry use as well as the memory chip users going to the same technology.They say they are seeing more demand for the 300mm tantalum targets happening already.Automotive-continued tantalum growth due to larger tantalum capacitors.

Starcks?

Questionable factoring down of the price of their tantalum ore.Have a look at the legal actions they keep fighting(coltan).I wouldnt want Gip anywhere near them.

Chinese?

No idea.

But like they say who knows.They are to still work out just where their needs will be in a few months anyway dependant on how the arbitration goes.HMMMMMM????

d.