Agreed Koala - potential sovereign risk in NC - new Govt highly likely to want income from value added product with processing in NC ( as in Indonesia).
Further, why would the Australian govt not see fit to protect the fledgling Australian industry, that they are spending huge amounts of funding and effort to nurture, by imposing tariffs on imported material when it can be mined here in Aus - it happens in other industries to protect Aus interests.
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