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Hey guys,
I have actually spoken with Kemet...they returned my call within 2 hours, and gave me as much time as i needed. We discussed the tantalum mine, and i walked away thinking how impressed i was-their purpose in the purchase was to send a message to the suppliers-"we have some control over our supply costs. Isn't it interesting that costs softed the day after the mine purchase was announced?" There is enough tatntlum on the ground to provide 10 months of supply, but they aren't wanting to actually get into the moining business.
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