Hey guys, I think TGS is poised to chalk up a record Q1 in terms of cathode production. I was reading a presentation from the ICSG website (http://www.icsg.org/index.php/meeti...s-invited-speakers/2142-drc-ministry-of-mines) and came across SEK (TGS's 95% subsidiary in the DRC) has produced an estimated 2.77kt of Cu cathodes. If the trend did indeed continue for Feb and Mar'16, TGS will beat their Q3'15 record of 7.14kt.
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With Lithium batteries in high demand, so will Cobalt as a key ingredient in Lithium batteries. From TGS's latest presentation they do own Cobalt but none of these are mentioned in the quarterlies as to how much they are produced. Can anyone ask this in the upcoming AGM.
Thanks - James.
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