the trend of the Tantalum price, as early as in January, will tell a lot:
If the trend goes down, there may be a mixed effect of previous storage and less demand (the latter due to the crises).
If the trend, however, moves up and goes on like that, this would be extrordinary positive for GIP, regarding upcoming negotiations within that time frame.
My personal bet, however, is: The price will either be rather stable for some time or will start to decline.
Just let`s wait and see!
transmeta
stategy to finance abu dabab - enemies around?, page-24
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