Maybe it is time @Pennie. This ‘only producer outside China’ only seems to subdue prices plus all the political torment in Malaysia that Lyc have had to endure because of it becoming competition to China. If the western governments are happy to keep buying aligning with bottom dollar, not putting action to the horizon… bugger them . Sell to an appreciated agreed premium direct to China. I actually think Amanda is dropping a big hint without saying it
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