re: hdn to launch t/o for gip ?????
Its an interesting concept Sabre.
What does Gip have that HDN/ZFX/Mitsu dont?
Just about everything???
- Large resource
- Large off-take with one of the worlds 2 main Ta2o5 consumers
- Well advanced mine project with a low cost base
- Other potential products from mine
Only question is Sabre what do you about the corporate structure with ERMA holding 50% of the project via Tantalum Egypt.Egyptians have already shown how fickle they can be with CNT and these countries only tend to trust those who they've had one on one contact with.
Theres no doubt its getting to a very interesting point in time for the tantalum supply industry in Australia and as to whether Australia continues to hold its position in the tantalum supply chain.
d.
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