I agree with quite a bit there.
The metal plant is the key to Dubbo in the short term and we know that there have been delays.
Then once Dubbo is built they are both very important.
I am sure you would have noticed that the product is in short supply and there is a possibility that won't get better. Dubbo is therefore the key to the company for the long term.
I am also considering the immense value of the Zirconium, Hafnium and Niobium which is not available without Dubbo.
I still think they should get their own titanium sands supply as well because then they aren't at the vagaries of the market supply.
I think the money to build Dubbo will come Korea and most likely the EFA. Wait and see.
The only way they don't need Dubbo is if they can turn the metal plant business into some sort of annual revenue business for other miners.
Nah I still think Dubbo is way too big and important for them and therefore they will push to build it.
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I agree with quite a bit there.The metal plant is the key to...
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