Agree the SP is holding well. The news out of Balama is good but it's coming off a pretty ordinary time over there. There's still some time before they actually make money but recent ex china pricing would indicate they should at least make some margin on sales (albeit they might still be running at a loss ). So maybe the strength is on the back of Vidalia. Will Tesla finally buy some product? If they renege on the agreement maybe that opens opportunity for SYR to spread the risk a bit and sell smaller amounts perhaps at greater margin in the medium term? I can't see a 920% tariff either but a significant one to make USA based anode producers competitive makes sense in the realm of US policy. This is the catalyst for a re-rate IMO and at least the decision pops soon and then implemented further down the track. I think SYR is surviving right now but 2026 should be the start of a decent recovery if they survive that long.
SYR Price at posting:
39.3¢ Sentiment: Hold Disclosure: Held
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