RE: Why invest22 Jul 2025 11:53
Anyone worried about their investment should look at last year's report of the snappily named Task & Finish Group on Critical Mineral Resilience for UK. Only five UK companies get a mention in the current projects list and apart from Johnson Matthey's (JMAT) clever electrolysis project only TUN makes the cut for being ready to go and not just a pilot or test project. We've gotta wonder why the minerals strategy update is delayed, but it's very hard to see TUN not playing a major part when it is finally published. I'd be prepared to bet the delay in publication is being caused by negotiations with the EU and US who, as we know, need loads of tungsten.