Cactus mate - shouldn't be posting - if you get your off-take, I'll race you up the bids.
If nothing else the graphite space is interesting as. Some of us (like Jaded) learnt from the REE game and can find tangible analogies, among the differences. That game is that it is that it's less about geology and much more about on-spec product delivery.
But frankly, where a good carbonatite REE deposit is an occurrence you could map with a couple of finite points on the planet, globally charted banded metamorphic graphite riddles the globe more pervasively.
It's a weird one. I like it. I think a lot of the commentators are way off the mark. I think SYR will make it because of the V2O5 subsidy to supply recarbonizer. I think TON should dampen their attitude and work with their neighbour.
We'll see. But all you guys saying the market doesn't get it are on the wrong end of who doesn't get it.
Charts: looking forward, page-68
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