TAW is very much under the radar with low 40M MC and a 50% share in a producing tantalum plant that will be upgraded to 1MTPA facility with a spodumene recovery circuit by end of next year for around $25M. WA spodumene at surface, no weathering, low iron/mica, high tantalum with tin, only 10% of the resource explored. More drilling needed to firm up a JORC but around 5 years production firmed up already from historical drilling. DYOR.
