The Brains Trust - 2016, page-5839

thanks mate
seems as if Apple and basically all smart phones use Tantalum as an important input, meaning Tantalum is the type of commodity that moves in line with electronic/hi-tech productions.

and doing some reading it looks like there are quite a few ''Fair Work'' campaigns arguing that Tantalum is unfairly mined in Africa (poor labour conditions) so perhaps this ''ethical'' angle is playing a role in limiting Tantalum supply, which using basic economics 101 would imply higher prices as Tantalum supplying countries is more restricted because companies search to source Tantalum more ethically..

see this:
http://time.com/2819594/conflict-minerals-apple-google-intel-amazon/

but the 60% spike in Tantalum happened so drastically, and did not happen in line with lithium charts either?
it just rose 60% from Jan 2016 to Feb 2016(in the space of a month?)

I'm comfortable holding ZNC based on this because ZNC's rock sampling Tantalum grades seem better than PLS' who still label their main Pilgangoora project as a ''Lithium-Tantalum'' project.

ZNC's portfolio is just looking better and better to me