Cartex, can I pick your brains a little? I see you're well read and/or have first-hand experience in this space. You've commented on a range of ASX listed companies, but with only skepticism as far as I'm aware. Out of curiosity I wonder if you believe there's fundamental issues with profitability in the industry itself, or, are there some graphite/anode producers that do tick your boxes.
(For other readers, yes I know clogging up threads with alternate discussion is not everyone's favorite thing, but blame hotcopper for not having a private-messaging function).
TLG Price at posting:
41.0¢ Sentiment: None Disclosure: Held
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