All these CRs have smashed retail holders with dilution. I would like to see SYR mgmt commit to the Vidalia upgrade being either completely debt funded or through earnings full stop. Send a very clear message to governments or OEMs that if they want ex-China AAM source/s they are going to have to stump up funding in full or wait.
The biggest constraint across the (potential) graphite supply chain is funding. Let the govts and OEMs sweat it out with the thought of multi-billion capital gigafactories being idle or under utilised because of no ex-China AAM. Time is on our side!
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