SYR syrah resources limited

Ann: Clarification regarding Tesla offtake agreement, page-12

  1. 291 Posts.
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    It is not in the hands of Shaun. In my opinion, this is beyond any CEO control when simply China is maintaining full control of the supply chain. If there is no tariffs imposed by the west, SYR and any other graphite / AAM producer won't make money. I believe USA will act and impose tariffs, otherwise they will be under the mercy of China. And when they do, SYR will benefit massively from it as they are at least 5-7 years ahead of any competitor outside China. This is my justification for holding. Not much longer to wait in my opinion, next 6-12 months will be really interesting
 
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