Yeah well you missed the AGM for Talga today and I would say missed hearing from one of the most knowledge people on Graphite in the world. Previously I had been reading the posts on Graphite and was beginning to share your view. Now I understand how much the armchair commentators do not know.
Go to Talga's AGM presentation and view the chart on Page 13 which discusses pricing
1. Graphite perfect storm (red, yellow lines)
2. Now see Nirvana for graphite in green and Bullish graphite in blue.
3. You will note the ACTUAL price for graphite currently is between blue and green, far from the view that everyone has that there is no market and it is worth nothing. It is actually one of the few commodities not hit in the current downturn.
I couldn't be more bullish on graphite going forward, particularly if you are with the right company!!
