5 ree seen in short supply, page-3

I don't want to buy into an argument here.
I just want to state that the element "tantalum" is a education in "precious" high value minerals.

I can only base my opinion on the "aftermath"/wrap up of Sons of Gwalia.
Sons was predominately a Gold Play but it adjunct Tantalum as a "Lure".
Anyhow on Sons being wiped out [2004/5 or so?] Anyhow once eliminated it was then "revealed" about the facts/reality of Tantalum.

Now you have to appreciate that up to Sons of Gwali8a Bankruptcy/Delisting that Tantalum was the bBees Knees in appreciating Material on the London Metals Exchange etc.

However with the Sons of Gwalia demise?
well it then came out that SUPPLY restriction was not the problem but supply to a Limited Demand ie Demand was from few while Supply had developed from Many.

"Practically" Sons of Gwalia had been ramping/reassuring Tantalum as if/when they actually produced would save/make cash flow the Company beyond Gold yet the price of tantalum would plummet to irrelevant asset on their "extra" production.

Now this is a lesson in Material shares especially "exotic" minerals.
Demand can be Finite and Producers can be Over Supplying and FA factors like price now can be overshadowed by the dynamic of Demand being Over Reached by Supply.

maybe to ease vince's headache I could add that Sons of Gwalia's American Code was SoGay and that the old ramper Sabretooth was really HOT on Sons Gwalia.

Pilgrims even the established Mighty "Opportunity" can Fail.

cheers