i wonder if the accumulators know GMA is buying concentrate, and lots of it to cover their order book, if GMA is needing 25k ton a quarter from an overseas sands producer would it be fair to say they are not actually supplying 30% from PG or are they supply greater than %30 via outsourcing
i am to the understanding GMA has run dry of high grade coarse garnet, the 100k ton pa they are buy might be solely to cover that side of their order booki am sure you would be all over this info as you have become material, not sure how long they have been buying product to exist at todays output but it sure is an interesting fact
Ann: HVY to Present at NWR Near Term Producers Conference, page-50
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