the strengths and weaknesses - your thoughts ?

I invested in MDL a long time ago based upon several face to face discussions with the management. This is a very knowledgeable management team who have an excellent project, that they will be able to implement easily (because they've already done the same work with a lower grade deposit).

What I am unsure about is:
a) How Eramet's financial security sits if the Euro hits the fan.
Has anyone got (or done) any research on how Eramet would fare ?

and
b) I have always understood that Europe (and I seem to recall, specifically Spanish based companies would be the core customers). If Europe is not building houses or buying high quality products - who will be the customers that are able to pay a fair price for a top quality product ?
How would extra shipping costs to a customer base who will be less willing to pay a premium affect things ?

I would be grateful for anyone's input.