Wenbo Wang was technical Director at PLS.To think Ganfeng cant...

Wenbo Wang was technical Director at PLS.

To think Ganfeng cant run a mine is farcical.

WA mines concern should be if African mines run by Chinese ultimately will be price setters.

Everyone bangs on about ESG etc, but the reality is western consumers never want to pay for it.

Look at the clothing industry.

If you are not in the lowest cost quartile you wont survive in the long tears Iron Ore has shown this.

Here has been a disaster, happy to admit it. We are lucky to get out with a shirt or few on our backs.

But low cost African Spod is not going away.

How much does an $80m paste plant cost to run LOM?