Its a logical progression a no brainer really considering the logistical road blocks and economics of shipping sopd around the world and the size of the local resource. I suspect the hold up and plant upgrade at GXY revolve around the port authorities refusal to handle mica dust.
Commitments to local downstream processing will create the next wave and it would be wise to have a few dollars on those players getting hooked up.
Purely hyp. all this must be in the melting pot and not far from a drip feed to markets.
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