No, not thinking the bulk commodity market for Alcore, I am thinking manufacturing ... Australia versus China. China supplies 90% of the aluminium fluoride market now and it is a safe bet that they can manufacture anything cheaper than we can, including this stuff.
ABX does not have the advance Sales orders for Alcore, and given their past mistakes with Sales, they should have initiated something tangible. They have not, and very likely they will not. Compete against China ... give it a rest.
I foresee the same situation, they will have a product that they cannot sell.
Ann: ALCORE Reaches 1st Milestone - December Production on Target, page-14
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