I liked to read the UNX Investor Presentation, April 2014.
One very important issue is listed on slide 4:
The world gets 70% or more graphite from China, since China is still the lowest cost producer.
The presentation does not allow me to gauge if UNX will be a low cost producer and if the new mine at Tanzania can compete with the low cost chinese. Hopefully these questions can be dealt during the forthcoming investor presentations.
Ann: Investor Presentation April 2014 , page-19
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