Graphite Price, page-339

This is a Syrah thread, but anyway if you want to mention BSM, I said "to achieve their goals" including the period of refurbishment of the plant. They suffered extreme delays and for me the delays in construction/commissioning arent even their biggest issue, unfortunately the biggest issue is that until this day they are still struggling technically and they are yet to achieve their goal of first phase 6000tpa output, and yes despite years trying. My worry is that it may be now for BSM a case of "too late / too little" in the current terrible graphite market conditions, it is sad that they missed the boat despite their first mover advantage in the space (they started production before Syrah).

You can criticize Syrah on many fronts, but at least they succeeded technically, their plant and flowsheet was a success (thanks also to high grade ore of 16%+), and achieved 200.000tpa throughput one year after commissioning their plant, their biggest challenge is to sell at higher prices...BSM challenge is they are unable to produce as much as they would like to, I prefer to have the Syrah problem : I can produce but I cant sell, rather than I cant even produce. But that is just me.