IMO SGP in the USA will never happen. Next township will just use the same case study as the last but be more vocal. Syrah will not be cash flow positive in the third quarter. They will be running at a loss of between $20 and $30 million a year. All imo but you watch this space. Production costs of $400 a tonne and selling costs of????? Syrah imo did many of their deals when the graphite price was at it's lowest. Like I said all IMO. We will wait and see who is correct.
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