I like your analysis Rouge1. The problem is timing. How long can SYR stay afloat before prices get to at least break even point? WHy doesn't SYR come clean on how their marketing to LIB manufacturers is progressing? The size of SYR's output potential is enough to crash the price of graphite for a variety of flake sizes. remember the artificial graphite has tighter purity standards and that is one thing Evs and ESS operations look for. So what is SYR's average weighted purity? SYR is tight lipped on this. I suspect because the figure is not encouraging.
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- Ann: Production of Battery Specification Anode Precursor Material
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