I appreciate your response and I had another read of your Nb market thoughts which seem sound to me and not dissimilar from other opinions I have read.
I wasn't thinking of Niobec so much when I mentioned Canadian eyes, more the wanabees NioCorp and Niobay (and by extension all the other wanabees) and I take your point about the importance of capex debt when looking to survive low prices - I would like to see WA1 coming in with a margin (grade and recovery above the line, and AISC below) competitive with CMOC - I think that would put us in a very good position. I am not comfortable with my process knowledge and have paid attention to your comments - every bit helps, thanks.
Ann: West Arunta Project - Luni Assay Results, page-291
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