SYR 8.96% 30.5¢ syrah resources limited

AFR report Glencore takes close look at SYR, page-21

  1. 343 Posts.
    lightbulb Created with Sketch. 12
    I think I must have missed the ann. where we have 1.15billion tons vanadium and a mere 115million of graphite.

    I thought the Va was a by-product of cleaning the graphite.

    A month or two ago I did a seat of the pants valuation on HC and came up with $12.

    Am I sad that I bought up a lot more on Monday this week?

    I'm against being a takeover victim because the future dividend stream from this operation is huge, but there's always a price that will sway even the directors.

    The question is, what is an acceptable T/O price? $25, $30?

    Anyone care to share at what price they would like to see (not that most of us have any influence on this).
 
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