SYR 3.64% 26.5¢ syrah resources limited

287m graphite intercept, page-43

  1. 8,972 Posts.
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    600K tonne flake graphite shortfall forecase for 2014 and growing beyond that.

    Wonder who is going to supply it.

    A company with a 10m tonne resource grading 20%? I dont think so cos they cant mine it in a 2 years without the CAPEX making it unfeasible.

    Maybe a company with a massive resource like SYRs? Yeah that sounds more feasible.

    Cdchi1
 
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