RE: Volumes27 Mar 2026 12:19
They haven't got much stock now, every buy ticks it up. I think the last drop was not the long term seller but weak holders that got a bit panicked by the general market. That is fine but the price on Tantalum probably hasn't dropped because the demand is still there and the supply is still constrained, basic economics really. The JV news itself should have pushed this to the 40p level at least imho, just pretty bad timing with what is going on in the world. I have been nibbling in adding more to my holding. I love these kind of situations, excess demand, strong barriers to entry, they just need to stop the dilutions and show us some figures. My target sp is well into 3 figures, it will take time though. All imho, nai, dyor.