Qtrly Activity, Cash to 31/3 must come out today or Monday at latest. BSM doesn't do a very good job of keeping market informed, does it? Wish this damn Patterson coverage would issue, too.
It's a Known they're not producing many kt's, but if they are on track to produce and sell 2016/17 20kts+ of over $1grand/tonne then they'll be a 'significant' boutique new mine.
Apparently Madagascar Flake has various superior qualities to East Africa incl Ancuabe for high tech end users. Thus the Asbury Offtakes and AMG/GK's too. It's just the kts required by RoW actual end users are so small in reality compared to the 'fanciful' Dragon/ Super Pits of 100's of kts.
anyhow Issue some News!! Get BSM on the Flake Graphite Sector Radar, you bludgers!!
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