stategy to finance abu dabab - enemies around?, page-23

Advise any one who has not read Dennis Zogbi to do so he has no axe to grind and sells his reports for plenty of money. The most interesting bits are at the bottom of his report.

"with some capacitor manufacturers for example reporting as little as three months supply and others stating they have at least two years supply."
"Greater pressure will be placed on the Mega-Projects in Egypt and Saudi Arabia to step up their conversion process from resources to producing mines."

http://www.ttiinc.com/object/me_zogbi_20081208.html
Also on this board post 3571889 the latest from zogbi (scarva)

I agree with what transmeta is saying but would expect to see tantalum price rises long before anyone runs out and with some people only having three months supply and other wanting to stock up to avoid running out that should not be long. Also would expect to see increased smuggling and fighting in the Congo leading to more pressure for clean tantalum.

Robert