re: boring phase Badfish .... Telford hasnt replied to me .... yet , although it may be that I was a little less diplomatic than you ?? LOL
Not sure if you've been to HC Stark website but the Tantalum availability report from last year is an interesting read :
http://www.hcstarck.com/pages/137/taavailability0920.pdf
HCStark are Cabot Corps main competitor in Tantalum.
Doesnt mention Eqpyt/GIP as such , but some interesting graphs and charts ... good bed-time reading.
Back to Telford ...last time I spoke to him he said 'whats bad for SGW is good for GIP' ...... so on that basis alone GIP must have massive upside from here LOL , shame theres only a few of us who believe him ;)
Cheers,
SALTY
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