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
You're actually selling Ausheds point for him, future demand...
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