Excellent point @piast.
What does this tell you about the challenges in the graphite sector when the bell weather stock is trading so poorly? Syrah has a fully funded project, US$195 million cash and they are potentially moving into production next year. They also only have 100tpa committed in offtake for a project that aims to produce 300tpa.
IMO this is a very real company in the sector and one that could potentially put some graphite juniors out of business, including Volt.
Personally I think much more respect should be given to the potential impact of SYR, MNS and KNL, all companies that are significantly more advanced than Volt.
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