Share
184 Posts.
lightbulb Created with Sketch. 23
clock Created with Sketch. 31/12/21
08:37
Share
Originally posted by Beach42:
↑
Just trying to calculate the value of SYR at the moment, cause price for 8ktpa is not disclosed. $4,000 vs $6000 will have big impact on revenue.Not sure if the price is still to be negotiated. If it's not been negotiated, then its not really a agreement yet. And Telsa still needs to quality Anode product also. If price been negotiated and they are just not disclosing it. That's a bit of non-disclosure. Anyway. Syrah have permitting and agreement. Don't know how bankable the agreement is without price details? Next step is JV. They probably letting the SP rally now, before announcing JV capital raise. When will that be who knows. Last year they announced positive news and 9 days later trading halt for capital raise. Wonder how much discount they will give to current SP to JV partner for capital. Nouveau Monde Graphite gave Pallinghurst 20% discount to current SP for capital. Nouveau Monde Graphite gave Pallinghurst 21% new shares for funding. Syrah need 138 Million for 10ktpa facility and 477 Million for 40ktpa. If it was me I would try and built the 40ktpa facility already.
Expand
Where did you pluck 4 vs 6,000 from? Syrah have used the observed price from China on the 12th July 21 of $5,400t.
(20min delay)