SYR 1.10% 46.0¢ syrah resources limited

Ann: Ceasing to be a substantial holder from MUFG, page-6

  1. 5,534 Posts.
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    demand is obviously not as extreme as everyone thinks

    China still supplying the world but banning import of graphite

    China dominating battery production (66%+)

    Feasibility still not stacking up for me! RoW (who are aligned with US) battery production needs to start taking market share from China otherwise I can’t see a value proposition here for quite a while


 
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