SYR 4.00% 24.0¢ syrah resources limited

42% fall in SP possible, page-23

  1. 2,672 Posts.
    Lots of clueless around Mike.

    People stating that G is the future yet not knowing that more than half of the gigafactory is for Solar City and not EVs.

    People stating you can ship out high grade across international borders not knowing that low boron G is nuclear capable and hence subject to scrutiny and monitoring under anti proliferation treaties.

    People stating that you can sell carbon as a feedstock to iron production for $1000 per tonne not knowing that the current going rate is about $350 bucks US give or take $150 depending on sulfur and ash.

    People stating that you can simply 'blend' in natural G into aluminium production not understanding that the only way to achieve this is to have the customers completely dump their current inventory and replace the entire fleet in one fell swoop.

    People prancing around slaming and criticising other explorers of Balama graphite - other explorers of the East African Orogen - without understanding that doing so will only serve to hurt anyone else who possesses G within that orogen.

    Lots and lots of cluelessness everywhere. The ignorance is deserving of punishment - and this is only the beginning. All current traders of carbon and existing operations don't need to do anything to defend their current business models and shield themselves from the likes of SYR, TON, MNS. This self destructive incessant attack on each other means the game has already been one by the carbon traders and 100 year operations - and all they had to do was stand back and watch us destroy one another.

    What a pity.
 
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