concentrate export ban, page-15

Have just spoken to someone with a good understanding of the
situation in regard to this matter. His understanding is that the brunt
of this proposal is aimed at near-term producers who don't at present
have a clear pathway to value-adding to their commodities, and that
slack will be cut to companies such as TGS who are moving swiftly in
that direction with their SXEW plant.

Furthermore, according to my source, 60% of TGS concentrate is already
being refined in the DRC by Trafigura under the terms of their off-take
agreement with Tiger. As has been mentioned by others, I take comfort
from the fact that we are 40% partnered by the DRC Government, and
they have been flexible in the past, and it would also be in their inteest
to also be flexible now. Lets see how it pans out.