True but the upgade ratio of their competitors, ratio using X-Ray sorting is a point they make that makes them competitive.
In the end it's final cost and profitability. It seems Sn is in short supply and the new operations are after that prize.
@binwood asked me about this and he can often get onto opportunites early.
All IMVHO
Ann: Metals X increases ownership of First Tin Plc to 29.9%, page-31
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