AUZ 5.26% 0.9¢ australian mines limited

Cathode materials competition, page-19

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    I believe a processor will have a track record with the mines that supply it...
    I believe a mine will be more likely to up their output for that processor because they know they will get paid as they have a working relationship. Simple business dynamics
    the business I run relies on suppliers and we quite often buy not at the lowest price but from the most reliable supplier
    I cant make money on a promise if it doesnt happen
    neither can SKI...
    the processors that are already entrenched with the miners will have an advantage and when your whole business plan relies on reliable supply as long as the cost allows for an acceptable profit it will almost always be the most used supplier...
    not to say we dont buy off the primary producer when it is available and the price is right
    my opinion only GLTAH
 
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