Any views on when this becomes profitable now that they're a producer? This half, next half, never? The tungsten market is not necessarily the most transparent in the world. A chart in this attachment suggests it's come off by about 15% in the past year, after having a strong run from 2020-2022. Anyone believe they know our cost of production, which was once projected to be in the lowest quartile of global producers, but has since been subject to what seems considerable revision.
