2/ Only mine which can supply other non-integrated AAM producers with flake graphite at volume
3/ Only ex-china flake graphite producer selling graphite used in EV's ie graphite as been tested and certified as battery grade
4/ The 2nd Tesla off-take is binding. SYR now has to expand the plant to meet the off-take. Both off-takes account for 25kt of the expanded 45kt plant
5/ >80% of natural IRA compliant AAM will come from Balama in the next 3 years
I feel sorry for ignorant people who simply don't have the IQ to understand fundamentals. If the fundamentals change I'll be first out the door and tell you when I've exited and why. Just go ask the boys and girls over at COE.
SYR Price at posting:
55.0¢ Sentiment: Buy Disclosure: Held
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