I think it is obvious from the presentation that there is a China - ex China competition going on and impacting most non Chinese miners / refiners in the EV battery space. IMO the reason our share price is languishing at current levels is directly related to the graphite price which has been pummelled by the actions of Chinese players. Ironically, I think that action will ultimately be resultant in the making of Syrah. Cut off nose to spite face? All IMO
SYR Price at posting:
44.3¢ Sentiment: None Disclosure: Held
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(20min delay)