I do not think fractionally higher costs should be that...

I do not think fractionally higher costs should be that alarming. The SP is after all down 75% from a year ago. What I am seeing is a company trying to rapidly expand its market share across the board. This is happening while most analysts are suggesting there is a significant increase in the price of graphite expected as early as this next two quarters. Shorters are going to short and the power they have in the face of strong fundamentals astounds me sometimes. But for me this a is a long. I expect the SP to be massively higher 6 months from now.