Oh and I wonder who is going to supply the current purchasers of graphite (the 1.1M tonne market which by the way is not much smaller than the nickel market)...Company X (not SYR) whose costs of production are say $1k per tonne because they haven't got economies of scale? Or SYR whose costs of production will probably be a couple hundred bucks.
My guess SYR will be the supplier when they offer the buyer a price much lower than competitors.
Don't believe thats how it will work...well, hit the sell button then, its not that hard.
Cdchi1
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