If AS is going to Sth Korea maybe he will have time to look up Sungeal and others in Japan and see how the Vietnamese are going with their tests on EGR graphite. Presumably on the pathway to getting multiple conditional commitments from would be customers and financiers in Japan, Sth Korea & Vietnam. How about Taiwan? All would be working hard to find alternative supply to China which poses a big economic & geopolitical threat to them. AS was aware of these tensions years ago and has followed a sensible approach for EGR to benefit from these, it would seem.
EGR Price at posting:
47.5¢ Sentiment: Buy Disclosure: Held
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