Ann: Copper Assets Strategic Review, page-56

Thanks Frank. Not sure i contradicted myself but not here to squabble. Yunnan tin do 80ktpa of refined tin, Renison do 7ktpa of tin in concentrate. I know there is a shortage of tin concentrate due to mine closures and/or grade declines in Myanmar and China. The refineries/smelters still exist. As i say - from my conversations MLX like any good company diversify their customer base but do have heavy exposure to Malaysia and I believe some gets sold into Thailand. Could be all the more reason Mr Koo is gunning for the offtake belonging to greentech’s 50%. At some point tin will have a run IMO and there’s not many better than the 2% Sn in Area5.