SYR syrah resources limited

General Discussion, page-599

  1. 949 Posts.
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    Trying to cost the natural graphite content only. The figures I looked at gave the anode cost at 12% overall (maybe around $2000) according to overall cost of $17,000. Of this they quote 50-100kg graphite? If it was AAM at $7000 would be $525 per battery pack but my point is still the natural graphite feed stock price is pretty insignificant in the whole picture -hence I don't think SYR needs to be selling at a relatively small margin outside China. That's the difficulty with China having so much, and so much control over the market up till now. I think the CEO has already referred to a different ex-china market so I hope he's able to take some advantage.
 
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