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MNS vs SYR, page-63

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drillinto

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18/05/16

05:25

Post #: 17796255
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Originally posted by Graphite ↑

Hi Contraindicator,

I agree with Prime. I would not recommend risking your hard earned capital on MNS.

At same time Syrah is also not worth risking any capital on either. Syrah is also an extremely high risk investment They are extremely overvalued with their current market cap and they will need a lot more capital to fund them for multi years of negative cash flow. Then the question is will investors be willing to keep providing Syrah with additional funding after they open up their graphite mine and processing factory?

If yes then the question is for how long? If not then they will go bankrupt just like all the new graphite mining companies that got funding in the late 80's and early 90's. Graphite prices are much to low today and these low prices are not expected to increase much in next few years. With Syrah expect to open and add as much as 260,000/mt of annual capacity by year end 2018 when the market today has excess capacity and the real growth in demand is all within China (Li-Ion Battery anode material) I do not believe Syrah can be profitable for some time.

I believe existing graphite companies like Asbury or Imerys who are major buyers of Natural Flake Graphite are just sitting back and waiting for Syrah to go bankrupt and then they will buy them for a big discounted value.

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Riskier Mozambique (austral Africa) >> https://smartraveller.gov.au/countries/mozambique
There is serious political upheaval in the country. That will make life harder for the australian
junior graphite miners operating in Mozambique.
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MNS vs SYR, page-63

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MNS vs SYR, page-63

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