Hello ddzx , have you noted flake sizes in Syr Mou's ?
Did they not sell at $1000 per ton as part of the super put concept of the clients taking all flake sizes?
You may be looking more into actual flake size and less into impurities and make up.
A graphite flake from a High Grade ore body of say 40% tgc need not be what the said client may seek.
Properties within for example a ton of large flake graphite from Energizer resources may be less favourable than that from Balama for a certain client. Syr basically stated that any further clients approaching them for offtakes should talk with chanielco as a kind of broker. Maybe Ton has likelihood of securing a decent Kt of $1500 per ton large flake Graphite from further clients wanting to bridge depleting Chinese output?
atb
Pauldola.
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