Yes uk I think as the graphite market is such a hard market to get a good grasp of, especially when we are dealing with agreements that may not start for 2/3/4 years, one must tread with caution.
Hopefully these agreements underpin some of these projects and they do eventuate, just a matter of trying to work out which ones may make it.
Whats the truth behind Yichang Xincheng Graphite Co, page-131
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