Graphite Market, page-26

  1. 7,432 Posts.
    No I don't trust the Chinese but obviously graphite you don't want to discuss Graphite with me only run "conflict/contra" to Prime 1. Good Luck with that but watch out for red herrings being dragged in like even interpretation of a single word. That's if he even bothers to reply that is.

    Anyhow your point towards the end there, about not on Cash or Take but a FOB price being set? Such an Offtake 2 years out from production for a Graphite Mine not even built yet? C'mon give us a break that's a pretty lofty, pie in the sky criteria for an Independent Mine to achieve. Do your private company low capex "picks" have these?
    Must be tied into the Establishment Trading Houses Asburys/ Imerys/ Superior/ or AMG, even BE the Mines of these.

    Ahh graphite you ain't some "shill' of the Establishment like Prime 1 is a "shill" of SYR? If so, SYR's got a DFS coming soon [Think the TSE'er Lumberjacks call it a BFS for Bank Finance] but anyway gather your points and take them to the actual SYR thread and Prime 1 will have to reply point by point to a conclusion/ decision on the merits of your argument but graphite you best have read and dissected the document to a high degree and bring your A Game to the Board because for example
    Saying a private company can build a plant for 25Kts much cheaper than SYR's or MNS $150 mil for 200kts is 'so what', easily dismissed.
    Do you follow,graphite " If you can't work out why it's irrelevant cost of 25kt capacity to 200kt capacity you'll get eaten alive by the SYRians
 
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