SYR 2.38% 20.5¢ syrah resources limited

Ann: Macquarie Bank Australia Conference Presentation, page-7

  1. 333 Posts.
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    Syrah believes that ALL competition will just lay down and let them waltz right in and take market share without subterfuge.

    Syrah does NOT produce all mesh sizes and purities of natural flake graphite produced today, yet their focus is selling battery precursor concentrate as a majority share of their financial modeling revenue.

    My market research shows in increase of ~ 30,000 MT of new flake production...can you elaborate on your figure of 76,000 MT of new flake production? Keep in mind that Gecko Graphite just shut down production of ~ 20,000 MT of production for reasons including possible plant expansion or from my sources it was something entirely different.

    If Syrah wants to compare against the big boys beyond NDG, Skaland and Mada Graphite are very small graphite companies who combine to produce ~ 18,000 to 22,000 MT per annum of flake graphite.
 
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