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.
Which factories are securing their graphite supply? Please link...
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