SYR 5.08% 31.0¢ syrah resources limited

what can possibly go wrong? , page-11

  1. DSD
    15,799 Posts.
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    $1,200/ton av. conservative imo. Demand set to double and then double again. Hence, despite big jump in supply i feel G price will not fall. Magnitude of SP will depend on what deal is struck with Freelimo. BFS is next step. Surely it can't be much longer unless other issues are at play. Expect ann before month end imo. Hold.
 
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