BigFat, what would be the value of Ce/La carbonate produced specifically to the needs of the global leader in CC washcoat?
Same for La/Ce carbonate produced to requirement for FCC to BASF/Petronas?
Do you think there is any value add there, as distinct from off the shelf supply from multiple sources via Chinese traders?
Any value in consistent quality, reliable supply contracted 5/10 years?
Eh me hearty, pirates there be...........but perhaps little attraction for the Global 1000.
it's time to go long, page-45
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