Of course the demand and price for graphite is an unknown....what we do know is that the industry leaders (for cars etc etc) in this field are very interested and would not be expressing plans for gigafactories without some forward thinking. As we know there are many 'hopefuls' trying to ready for this anticipated graphite demand. These two points alone suggests there is a big move to this product just by the size and number of companies and that this industry is going to happen in some shape or form. SRY MNS & VRC are just a few who are vying for 'pole position' to take market advantage of this evolution. As l have said before, we are all charting new waters to find the right product for the right market and will have to problem solve issues along the way....just as the early sailors did when the sooth-sayers were bleeting the world was flat and found the America's, Australia etc....how big was that? We dont know what was involved with Hunt and their MOU's back then but surely he wasnt the only one making that decision....others would have to carry on with that. Maybe VRC are lucky to have someone now who learned from that issue....in unknown waters with a broken rudder l would pay $400 000 for a new one too....that MOU put VRC on the map!....now with what l consider to bigger 'super jumbo' sized balls VRC are forging a way forward into this industry....others may not be 'reading the weather' and problem solving the way forward in these uncharterd waters....l like our skipper and compare his super jumbo balls to geldings in other Co's so l am backing him all the way....he being prepared to leave $100 000 on our ship if it goes down was good enough for me.
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