Thanks @triage (I'm having HC issues replying). I have had a similar sort of year and I am currently doing my review also. This and emv look like the stars outside lithium.The way i interpreted Glenn's words was that the US was a bigger deal than expected and that demand was driving the additional capacity need. Again, just interpretation but it sounds like insurers will jump at a cheap alternative over there. It would be nice to understand the baseline though to get an idea of future value.
Why isn't Colostat being sold into European markets and NZ?, page-40
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