Only just read this too, however it was one of the biggest take...

Only just read this too, however it was one of the biggest take away messages I got from the Tata announcement, big customers and customisation. 1 of 5 down, lets see who else is looking to get a piece of that pie. This refocusing of the strategy is totally logical to me, if you don't need to expose yourself to open markets why not lock down a few big customers and enter into long term lucrative deals, the stock market will like that too as it will provide greater certainty. Let's also look out for whether the nature of TLG's agreements differ in any way to the traditional graphite miners, I suspect they may and likely for the better, as the demand might be a bit more competitive due to the products uniqueness.