re: is this the new dawn kg/30%-rod? Dec 2007 KG.Still a fair...

re: is this the new dawn kg/30%-rod? Dec 2007 KG.

Still a fair bit of time to get well into the money KG.I dont think that date was by chance either.Still over 2 years for them to run and I would think maybe 1/1.5 years to get the plant/mine up and running at capacity.Cabots stockpile around a year to when its depleted enough for them to worry about needing another line of supply apart from Wodgina.They will need some cheaper tantalum to factor down their overall tantalum raw material costs as the Wodgina tantalum is not likely to be that cheap.They still need that tantalum so they will not want to see that mine go under,in the short term anyway.As that Cibc SGW report says though both tanatlum mines production costs were to rise over the longer term.

Like Ive said before imo its all in the timing.

d.

Holding Gip/Gipo/Aim/Aimo/Igr.