Certainly would be BIG for Syrah if they confirmed a place in the Tesla raw material supply stream.
It would be good for the region also imo.
With security of supply an upmost importance for Tesla, I wonder how many sources may be used for feedstock? If you wanted to deal with Tesla I wonder who you would be better dealing with Tesla,Hitachi or Panasonic? Or a collaboration maybe?
Someone suggested to me the other day that if Syr secured a deal with Tesla, then other players in the region may suffer, I can't see this myself. There is a lot of feedstock required for a lot of Battery Plants/companies as well as all other Graphite end use and users.
That's the good thing about Graphite. There's no such thing as exclusivity in graphite use. There's just so many varied uses, markets ,value adding, and end products that add to graphite consumption.
Two companies can have very different target markets and end uses. Mozambique stand to do well from all the diversified Graphite uses coming from their country.
Looks Good
SYR Price at posting:
$3.90 Sentiment: Hold Disclosure: Not Held
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