Hi - it’s been a while between posts.
I have to admit, I had similar thoughts when I first read the announcement. Personally, I think it’s more antagonistic marketing spin than anything else. TLX may be exaggerating both the supply issue and ARTMS’s 64Ni stockpile/capacity for 64Cu production.
TLX won’t have CU6 over a barrel with supply of 64Cu and I don’t think they will be friends/collaborator s. I could see TLX trying to get a slice of the pie with some potential supply of 64Cu though. Interesting either way, but I personally don’t think any major concern for CU6 holders - only great announcements so far!
I also don’t recall any Northstar announcements regarding contracts for 64Cu supply.
onwards and upwards!
Tlx buys ARTMS - effect on CU-64?, page-15
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