RE: Jitneyit is just a matter of time until the increase in niobium and tantalum prices is realized by the market as a whole. This historically has created great opportunities for shareholders positioned at the beginning. the first tranche was closed quite quickly after announcing which tells me there is strong interest.
It took 2 years for the market to clue in to molybdenum. I started buying that over 2 years ago and sold out most before it boomed. At times it felt as if I was the only one following it and that it would never catch on. Nobody I talked to about it had even heard of it. I have the same feeling here. Although the global supply situation here is MUCH more interesting. Once the Sons of Gwalia go belly up or break up, we could be the only Sheriff in town.
Tantalum and niobium will have their day in the spotlight. And it will be a very tight beam, focused very intently on CCE.
The Fever