Which factories are securing their graphite supply? Please link where this is happening.
Your own Directors just cut target supply by 90% so they obviously disagree with your philosophy on demand. And if VRC are targeting 10,000 to 20,000 tonnes then it suggests a very low level of confidence in converting the MOU's for 100,000 tonnes.
It is abundantly clear that graphite is in oversupply, the complete opposite to what you are promoting.
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