Hi fuhc, I got the feeling this morning that some poster didn’t understand the gravity of the situation as far as impact of price on RNU project viability, something about it being the same as a local fish and chip shop looking for a price and market. Funny you think it’s EGR holders who have their head in the sand, where did you get that emotional outburst from?
On your comment of all non Chinese companies experiencing the same issue, yes agreed but depending on each companies circumstances the impact may be different. For example a recent presentation from BKT indicates at current graphite prices they still have healthy projected margins on their overall basket. Guess those with a better basket may not be affected as much.
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