It's overseas Canadian and USA listed co's in the graphite sector,too sandyb. Pretty much every one bar SYR [so far]
Syr best confirm those Chinalco MOU's into offtakes and/or all this glencore/japanese interest rumours
They're distracting from these MOU's not progressing,being delayed.
Has SYR actually opened a New Hundred Tonnes Market in Traditional Graphite Use Smelter Annodes for Aluminium thus justifying forward demand estimates pre 2020 being expanded [from what?? a 50kt large flake shortfall to...?...well I don't know but Alum Annodes alone IF adopted by all in the Industry could/would have brought on something near a million tonnes NEW demand.maybe,possibly could happen.
Anyhow the SYR Billion$$ of Dollar$$ TakeOver just for vandium and graphite in ground 'discovery' has blown away the Sector juniors worry about over supply meets limited demand 2020 but what happens if
1] The Alum Anode NEW Demand withdraws
and 2] No SYR Takeover eventuates
and it's left scrabbling around trying to get pre production orders [for 300kt] on the go again?
SYR will join the "Correction" surely? The Correction that will cut further and deeper to the SYRian Aspirers.
