Raised it many times here over the years, ultra low cost by-product supply.
Punters should watch out for the 300tpa Dy & 50tpa Tb in 53% con planned to be shipped ex Port of Melbourne if the pending IPO gets away, I'll probably give 'em a hand actually, costs per tonne will make your eyes bleed.
IF there was any pulse remaining viability hard rock HRE this will certainly put a stake thru its heart.
300tpa Dy would be ~30% of what the Dragon is producing ATM, so con prices would only head one direction.
Odd thing is the same guy that did the "Dy Deficit" story line did some real flash work for these guys too.
Alt supply
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