Hi Trader, IMO this is good news as demand destruction has paralyzed the RE market as a whole. The lack of any consistent product discourages any end user from committing to using RE's and until a supplier or suppliers can provide a stable reliable source. The emergence of Moly, GWM and others can only be looked at as good news, remember the price action of all of these companies in the good old days when things were just developing…
RE is a product who's time has not yet come. IMO it will take a consortium of suppliers to create the demand through a consistent supply to get the balls in the air...
is this a problem?, page-4
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