You're actually selling Ausheds point for him, future demand will come from Europe yet your only sales will be China and only in a concentrate.
Think about it........
Only one producer sells ROW and they produce DY at the level you HOPE to oneday albeit only as a byproduct of the RE's that actually make money.
You've been sold on a fictional price for a product you're not even going to be selling and at a massive loss if it weren't for capital raising's and tax incentives.
Sounds like you can't lose, I'd better bet the house on it
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