RE:RE:RE:www.pilbaraminerals.comYucatanman wrote: TinTaLi wrote: Total market is 2000mt contained. Africa alone in 2020 exported 1400mt of concentrate so roughly, 480mt of Ta metal contained. GAM only serve Kemet who are the biggest producers of final product to the US defense force. HC Starck are small in relation, with operations in Germany and SEA with only 140mt per annum capacity. Ximei take in 2000mt per year of concentrate and the biggest supplier to the Chinese market and Chinese military. TTX is not in bad hands....
Thanks, I have twice the confidence here today than the past few months. I feel that this is a good one, I have picked out good companies in the past but always sold too soon on doubles and triples, which is good investment sense, however if you know what you know, and some instinct, you will reach a 10x bagger. I missed a dozen of them. This time I am holding tight until 2022 at least
So based on your math the concentrate is 30% Ta2O5? What will the proposed plant TTx will have deliver? Its said first Tantalum refining plant in Africa, must be more than the current concentrate