RE: Allenby "estimates fair value at 2.6p/sh." "10X"-4.9.245 Sep 2024 10:01
On 3 July 2023 China suddenly imposed restrictions on the exports of germanium (and gallium), ratcheting up trade tensions with Western allies. Invoking "national security interests," the Chinese Ministry of Commerce informed that companies that intend to sell products containing germanium would need an export licence. The products/compounds targeted are: germanium dioxide, germanium epitaxial growth substrate, germanium ingot, germanium metal, germanium tetrachloride and zinc germanium phosphide. It sees such products as "dual-use" items that may have military purposes and therefore warrant an extra layer of oversight.
https://en.wikipedia.org/wiki/Germanium#Strategic_importance