Very interesting Pep, thanks for your input. I'm going to follow that one up about Metalysis. New printing technology does look revolutionary but I'd only seen discussion on it before in relation to zircon printing of ceramics (tiles etc) so this rutile application is new to me.
I'm pretty much in agreement re timing on the oversupply problem. Definitely a structural challenge in the industry for the time being. The game will be controlled by the inside players through that time - now how to get into that group?!?
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