Running discussion on SP, page-18074

When Talison ramp up their old/new Tantalum crusher which has been dormant for a few years it will output up to 4Mtpa. What will PLS tantalum be worth then? I can see the tantalum market being squashed in the not too distant future. Combined with MIN's tantalum output from Mt Marion and Wodgina. The future is looking bleak for PLS tantalum $$. I would not count on that being a long term prospect of earnings for any HR developer even though AVZ will also be entering that market as well.