Who cares about the size? Matching niche customers to product specs and processing pathways is the key.
The way SYR were carrying on, and now TON, anyone would think that graphite is a bulk commodity rather than a retail mineral. SYR could win the race and turn it into a bulk commodity and effectively kill price and possibly themselves in the process. Except perhaps for the North American producers who for sovereign reasons will be the preferred suppliers to Tesla and any other emerging players in the US.
GLTA
Tesla $400 price target, page-68
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