Sure a major seller like OP is likely to have a drag on the...

Sure a major seller like OP is likely to have a drag on the share price but is it that big an issue? APAC are buying as much as they can (up to their limits). If OP sells a few % and APAC buys a few % each year does it not just even itself out?

The tin price likely highest driver of share price alongside production. Looks to me that the outlook is relatively positive. Wa state tin ban still in place and even if reversed tomorrow it would take significant time for production to recommence. Obviously it looks like this ban could continue for some time. Semi-conductor sales a good chance that they have bottomed with an outlook for central banks to switch from raising rates to lowering them.