I have always thought that if WA1 could produce 30Kt pa FeNb equivalent they would be quite viable.
It seems that Niocorp, Globe and Panda Hill will produce more than 20Kt pa before WA1 breaks ground.
Not sure about SUM and SGQ adding to this supply and then we have ENR as a potential supplier.
Add the capabilities of CBMM to increase production and lower prices it makes investing in WA1 problematical for me regardless of an entry price.
All this uncertainty and so many years away from production, surely its a better proposition to wait and see and park your cash elsewhere at this stage.
General discussion, page-11894
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