SYR 2.13% 23.0¢ syrah resources limited

Ann: Credit Suisse Asian Investment Conference-SYR.AX, page-9

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  1. 2,039 Posts.
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    KOH, I'm sure the holders of some competitive graphic stocks would love to imagine that there will NOT be a spherical graphite plant in North America. While there has still not been a formal announcement, the proposal has a very attractive return, as per the Internal Economic Assessment. In addition the amount of time and focus in presentations, like the one to the Credit Suisse Conference, has to be a strong pointer to Syrah's plans.

    In short, those competitive holders are very likely to be faced with a formidable, US-located, SYR spherical graphite plant. What will that do to their already-thin margins?

    Cheers,

    Prime1
 
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Last
23.0¢
Change
-0.005(2.13%)
Mkt cap ! $238.0M
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23.5¢ 24.5¢ 23.0¢ $974.9K 4.149M

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25 759202 23.0¢
 

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