any ideas?, page-25

think you are both right re telsa impacting on other graphite stocks [not located in North America]

if there is government money in the offering then uncle sam will like the North American angle

that effectively cuts out North American graphite supplying other markets and also uses apart from telsa will now have to a premium for graphite since telsa will be a very big player - swallowing most of North American demand.

Of course focus with their chinese offtake agreement for 90%? after 2016 or later might be in a bit of a bind, since telsa may avoid it as a supplier