600K tonne flake graphite shortfall forecase for 2014 and growing beyond that.
Wonder who is going to supply it.
A company with a 10m tonne resource grading 20%? I dont think so cos they cant mine it in a 2 years without the CAPEX making it unfeasible.
Maybe a company with a massive resource like SYRs? Yeah that sounds more feasible.
Cdchi1
287m graphite intercept, page-43
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Mkt cap ! $274.2M | |||
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| 27.5¢ | 28.0¢ | 26.5¢ | $1.906M | 7.017M |
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