"Just looking at data I can find to analyze the true situation."
So am I. If Benchmark lowered their graphite anode forecasts, I'd be out immediately. To date, their forecast has only gone in one direction (bigger deficits).
Searching for a bear case isn't "looking at the data." Group14 provides hardly any. No cost/tonne. No capex to scale. No info on whether it integrates with current production lines. If Group14 were publicly traded, they'd be sketch af, but I can understand providing minimal information for secrecy, given they're privately held.
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