Hi Greg, haven't seen a comment from you in a while. Thanks for your input and identifying this operational risk for laserbond. It's definitely true that the "pull" of sales also relies on the "push" of purchases (or is that vice versa?), and it would be ideal to minimize risk by diversifying raw materials input. I have some measure of hope that if the US puts tariffs on these materials, Australia might actually be able to source tungsten cheaper from China as they look to offload extra supply elsewhere? But as covid, and some following reports on supplier issues have flagged, it's probably better to get ahead of the curve and start looking for alternatives now.
Is tungsten something Australia produces? Obviously not 80% of global supply, but materially and cost competitively enough to be a viable alternative? Cheers
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